PWA
SMFG icon

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

Physician 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
Q1 		$6.66K Buy
337
+2
+0.6% +$42 ﹤0.01% 919
2025
Q4 		$6.48K Buy
335
+75
+29% +$1.3K ﹤0.01% 892
2025
Q3 		$4.35K Hold
260
– – ﹤0.01% 957
2025
Q2 		$3.93K Buy
260
+125
+93% +$1.8K ﹤0.01% 860
2025
Q1 		$2.09K Hold
135
– – ﹤0.01% 857
2024
Q4 		$1.96K Buy
+135
New +$1.85K ﹤0.01% 852
2020
Q1 		– Sell
-10,722
Closed -$79K – 121
2019
Q4 		$79K Buy
+10,722
New +$77.1K 0.04% 118

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