LFG
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Larson Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Larson Financial Group’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 		$31.7K Buy
1,603
+701
+78% +$14.7K ﹤0.01% 1598
2025
Q4 		$17.4K Buy
902
+520
+136% +$9.01K ﹤0.01% 1796
2025
Q3 		$6.39K Buy
382
+106
+38% +$1.7K ﹤0.01% 2259
2025
Q2 		$4.17K Buy
276
+167
+153% +$2.4K ﹤0.01% 2144
2025
Q1 		$1.69K Sell
109
-1
-0.9% -$15 ﹤0.01% 2222
2024
Q4 		$1.59K Hold
110
– – ﹤0.01% 1928
2024
Q3 		$1.39K Sell
110
-366
-77% -$4.83K ﹤0.01% 1917
2024
Q2 		$6.38K Buy
476
+367
+337% +$4.45K ﹤0.01% 1384
2024
Q1 		$1.28K Hold
109
– – ﹤0.01% 1423
2023
Q4 		$1.05K Buy
+109
New +$1.06K ﹤0.01% 1461

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