Focus Partners Wealth
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Focus Partners Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Focus Partners Wealth’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$536K Buy
35,488
+17,235
+94% +$260K ﹤0.01% 1403
2025
Q1 		$282K Buy
18,253
+4,799
+36% +$74.2K ﹤0.01% 1596
2024
Q4 		$195K Buy
13,454
+2,033
+18% +$29.5K ﹤0.01% 1723
2024
Q3 		$144K Buy
+11,421
New +$144K ﹤0.01% 1476