Legacy Wealth Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Legacy Wealth Asset Management’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	$970K	Sell	41,147 -40	-0.1%	-$888	0.21%	130
2026 Q1	$813K	Buy	41,187 +315	+0.8%	+$6.62K	0.2%	157
2025 Q4	$790K	Buy	+40,872	New	+$708K	0.19%	157
2024 Q2	–	Sell	-206,342	Closed	-$2.43M	–	354
2024 Q1	$2.43M	Sell	206,342 -748	-0.4%	-$8.02K	0.68%	25
2023 Q4	$2M	Buy	207,090 +16,407	+9%	+$159K	0.66%	31
2023 Q3	$1.88M	Buy	190,683 +24,036	+14%	+$222K	0.69%	27
2023 Q2	$1.43M	Buy	166,647 +918	+0.6%	+$7.58K	0.5%	53
2023 Q1	$1.33M	Sell	165,729 -16,178	-9%	-$137K	0.48%	52
2022 Q4	$1.46M	Sell	181,907 -88,577	-33%	-$564K	0.56%	39
2022 Q3	$1.49M	Buy	+270,484	New	+$1.63M	0.65%	28

Other funds holding SMFG

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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

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

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return