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

JFS 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	$56.8K	Hold	2,409	–	–	﹤0.01%	526
2026 Q1	$47.6K	Hold	2,409	–	–	﹤0.01%	534
2025 Q4	$46.6K	Sell	2,409 -2	-0.1%	-$35	﹤0.01%	540
2025 Q3	$40.4K	Hold	2,411	–	–	﹤0.01%	548
2025 Q2	$36.4K	Hold	2,411	–	–	﹤0.01%	531
2025 Q1	$37.3K	Hold	2,411	–	–	﹤0.01%	531
2024 Q4	$34.9K	Hold	2,411	–	–	﹤0.01%	524
2024 Q3	$30.5K	Buy	2,411 +137	+6%	+$1.81K	﹤0.01%	549
2024 Q2	$30.5K	Hold	2,274	–	–	﹤0.01%	506
2024 Q1	$26.8K	Hold	2,274	–	–	﹤0.01%	564
2023 Q4	$22K	Hold	2,274	–	–	﹤0.01%	567
2023 Q3	$22.4K	Hold	2,274	–	–	﹤0.01%	516
2023 Q2	$19.6K	Hold	2,274	–	–	﹤0.01%	554
2023 Q1	$18.2K	Hold	2,274	–	–	﹤0.01%	559
2022 Q4	$18.2K	Sell	2,274 -309	-12%	-$1.97K	﹤0.01%	556
2022 Q3	$14K	Buy	2,583 +167	+7%	+$1.01K	﹤0.01%	647
2022 Q2	$14K	Buy	2,416 +358	+17%	+$2.16K	﹤0.01%	676
2022 Q1	$13K	Buy	2,058 +1,651	+406%	+$11.8K	﹤0.01%	716
2021 Q4	$3K	Buy	+407	New	+$2.76K	﹤0.01%	986

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