RFS
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Richardson Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Richardson Financial Services’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 		$75.8K Sell
3,838
-204
-5% -$4.29K 0.05% 251
2025
Q4 		$78.1K Buy
4,042
+411
+11% +$7.12K 0.03% 252
2025
Q3 		$60.8K Buy
3,631
+54
+2% +$865 0.04% 265
2025
Q2 		$54K Buy
3,577
+32
+0.9% +$460 0.04% 249
2025
Q1 		$54.8K Buy
3,545
+49
+1% +$745 0.04% 237
2024
Q4 		$50.9K Buy
3,496
+940
+37% +$12.9K 0.04% 255
2024
Q3 		$34.2K Buy
2,556
+43
+2% +$568 0.02% 290
2024
Q2 		$33.7K Buy
2,513
+23
+0.9% +$279 0.02% 277
2024
Q1 		$29.3K Buy
+2,490
New +$26.7K 0.02% 303

Other funds holding SMFG

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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