MWM
SMFG icon

Modern Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Modern Wealth Management’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$270K Sell
17,891
-841
-4% -$12.7K 0.01% 628
2025
Q1 		$290K Buy
+18,732
New +$290K 0.01% 533