IAA
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Independent Advisor Alliance’s Sumitomo Mitsui Financial SMFG Stock Holding History

Independent Advisor Alliance’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
Q1 		$295K Buy
14,935
+2,623
+21% +$55.1K ﹤0.01% 1324
2025
Q4 		$238K Buy
+12,312
New +$213K 0.01% 879
2023
Q4 		– Sell
-75,760
Closed -$746K – 706
2023
Q3 		$746K Buy
75,760
+1,740
+2% +$16.1K 0.03% 341
2023
Q2 		$637K Sell
74,020
-604
-0.8% -$4.99K 0.03% 376
2023
Q1 		$597K Buy
+74,624
New +$632K 0.03% 389

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return