GAMMA Investing’s Sumitomo Mitsui Financial SMFG Stock Holding History

GAMMA Investing’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1M	Buy	42,429 +6,282	+17%	+$140K	0.04%	399
2026 Q1	$714K	Buy	36,147 +3,058	+9%	+$64.2K	0.03%	444
2025 Q4	$640K	Buy	33,089 +2,104	+7%	+$36.5K	0.03%	443
2025 Q3	$519K	Buy	30,985 +1,803	+6%	+$28.9K	0.03%	500
2025 Q2	$441K	Buy	29,182 +1,439	+5%	+$20.7K	0.03%	528
2025 Q1	$429K	Buy	27,743 +4,588	+20%	+$69.8K	0.03%	473
2024 Q4	$336K	Buy	23,155 +4,479	+24%	+$61.5K	0.03%	503
2024 Q3	$236K	Buy	18,676 +3,299	+21%	+$43.6K	0.02%	547
2024 Q2	$206K	Buy	15,377 +3,206	+26%	+$38.8K	0.03%	493
2024 Q1	$143K	Buy	12,171 +2,014	+20%	+$21.6K	0.03%	503
2023 Q4	$105K	Buy	+10,157	New	+$98.5K	0.03%	532

Other funds holding SMFG

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return