HHM Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

HHM Wealth Advisors’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	$19K	Hold	806	–	–	﹤0.01%	539
2026 Q1	$15.9K	Hold	806	–	–	﹤0.01%	546
2025 Q4	$15.6K	Hold	806	–	–	﹤0.01%	535
2025 Q3	$13.5K	Hold	806	–	–	﹤0.01%	584
2025 Q2	$12.2K	Hold	806	–	–	﹤0.01%	580
2025 Q1	$12.5K	Hold	806	–	–	﹤0.01%	568
2024 Q4	$11.7K	Hold	806	–	–	﹤0.01%	566
2024 Q3	$10.2K	Hold	806	–	–	﹤0.01%	557
2024 Q2	$10.8K	Sell	806 -964	-54%	-$11.7K	﹤0.01%	534
2024 Q1	$20.8K	Hold	1,770	–	–	﹤0.01%	405
2023 Q4	$17.1K	Hold	1,770	–	–	﹤0.01%	433
2023 Q3	$17.4K	Sell	1,770 -185	-9%	-$1.71K	﹤0.01%	424
2023 Q2	$16.8K	Hold	1,955	–	–	﹤0.01%	445
2023 Q1	$15.6K	Buy	1,955 +806	+70%	+$6.82K	﹤0.01%	449
2022 Q4	$9.21K	Hold	1,149	–	–	﹤0.01%	462
2022 Q3	$6K	Hold	1,149	–	–	﹤0.01%	514
2022 Q2	$7K	Buy	+1,149	New	+$6.94K	﹤0.01%	600
2020 Q4	–	Sell	-593	Closed	-$3K	–	566
2020 Q3	$3K	Hold	593	–	–	﹤0.01%	460
2020 Q2	$3K	Buy	+593	New	+$3.2K	﹤0.01%	446

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

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

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