Gradient Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Gradient Investments’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	$5.93M	Buy	251,341 +14,577	+6%	+$324K	0.08%	182
2026 Q1	$4.68M	Buy	236,764 +127,932	+118%	+$2.69M	0.07%	197
2025 Q4	$2.1M	Buy	108,832 +35,482	+48%	+$615K	0.03%	198
2025 Q3	$1.23M	Buy	73,350 +30,024	+69%	+$481K	0.02%	236
2025 Q2	$655K	Buy	43,326 +8,508	+24%	+$122K	0.01%	269
2025 Q1	$538K	Buy	34,818 +341	+1%	+$5.19K	0.01%	238
2024 Q4	$500K	Sell	34,477 -13,390	-28%	-$184K	0.01%	223
2024 Q3	$605K	Sell	47,867 -705	-1%	-$9.31K	0.01%	206
2024 Q2	$651K	Sell	48,572 -207	-0.4%	-$2.51K	0.01%	210
2024 Q1	$574K	Sell	48,779 -3,933	-7%	-$42.2K	0.01%	208
2023 Q4	$510K	Sell	52,712 -3,983	-7%	-$38.6K	0.01%	251
2023 Q3	$558K	Buy	56,695 +1,110	+2%	+$10.3K	0.01%	216
2023 Q2	$478K	Sell	55,585 -871	-2%	-$7.2K	0.01%	234
2023 Q1	$452K	Sell	56,456 -13,431	-19%	-$114K	0.01%	233
2022 Q4	$560K	Sell	69,887 -3,183	-4%	-$20.3K	0.02%	210
2022 Q3	$402K	Buy	+73,070	New	+$441K	0.01%	233

Other funds holding SMFG

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

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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