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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 – 263
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Redmont Wealth Advisors's SMFG Position: Q4 2025 in Review

Redmont Wealth Advisors held its Sumitomo Mitsui Financial (SMFG) position steady in Q4 2025 at 540 shares worth $10.4K. The position accounts for 0.02% of the portfolio, ranked #180.

Redmont Wealth Advisors first reported a position in SMFG in Q1 2024 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

  • Redmont Wealth Advisors held 540 shares of Sumitomo Mitsui Financial worth $10.4K as of Q4 2025.
  • Redmont Wealth Advisors left its Sumitomo Mitsui Financial share count unchanged in Q4 2025.
  • Sumitomo Mitsui Financial made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #180 holding.
  • Redmont Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2024 and has held it in 6 quarters since.
  • 423 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.