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

Redmont 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
2025
Q4 		$10.4K Hold
540
– – 0.02% 180
2025
Q3 		$9.04K Hold
540
– – 0.01% 197
2025
Q2 		$8.16K Buy
+540
New +$7.76K 0.01% 199
2024
Q4 		– Sell
-540
Closed -$6.82K – 264
2024
Q3 		$6.82K Hold
540
– – 0.01% 216
2024
Q2 		$7.24K Hold
540
– – 0.01% 212
2024
Q1 		$6.36K Buy
+540
New +$5.79K 0.01% 226

Other funds holding SMFG

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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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return