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

Redhawk 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	$1.73M	Buy	73,281 +2,573	+4%	+$57.1K	0.17%	131
2026 Q1	$1.4M	Buy	70,708 +37,859	+115%	+$795K	0.15%	147
2025 Q4	$635K	Buy	32,849 +9,324	+40%	+$162K	0.07%	208
2025 Q3	$394K	Buy	23,525 +6,415	+37%	+$103K	0.05%	259
2025 Q2	$259K	Sell	17,110 -54,279	-76%	-$781K	0.03%	283
2025 Q1	$1.1M	Buy	71,389 +27,756	+64%	+$422K	0.15%	118
2024 Q4	$632K	Buy	43,633 +10,096	+30%	+$139K	0.09%	168
2024 Q3	$424K	Buy	+33,537	New	+$443K	0.06%	203

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

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

55 North Private Wealth Winter Park, Florida $508M AUM