Generali Investments CEE’s Sumitomo Mitsui Financial SMFG Stock Holding History

Generali Investments CEE’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	$236K	Sell	10,009 -9,791	-49%	-$217K	0.01%	415
2026 Q1	$391K	Hold	19,800	–	–	0.02%	374
2025 Q4	$383K	Hold	19,800	–	–	0.03%	322
2025 Q3	$331K	Hold	19,800	–	–	0.03%	320
2025 Q2	$299K	Hold	19,800	–	–	0.02%	320
2025 Q1	$306K	Hold	19,800	–	–	0.03%	312
2024 Q4	$287K	Buy	+19,800	New	+$272K	0.03%	290

Other funds holding SMFG

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

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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