Smartleaf Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Smartleaf Asset Management’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	$1.45M	Buy	76,040 +10,781	+17%	+$226K	0.05%	320
2025 Q4	$1.27M	Buy	65,259 +10,795	+20%	+$187K	0.05%	331
2025 Q3	$917K	Buy	54,464 +10,186	+23%	+$163K	0.06%	343
2025 Q2	$673K	Sell	44,278 -1,665	-4%	-$23.9K	0.06%	321
2025 Q1	$724K	Buy	45,943 +3,634	+9%	+$55.3K	0.07%	285
2024 Q4	$616K	Buy	42,309 +19,224	+83%	+$264K	0.06%	300
2024 Q3	$281K	Buy	23,085 +7,914	+52%	+$105K	0.03%	402
2024 Q2	$198K	Buy	15,171 +1,782	+13%	+$21.6K	0.03%	383
2024 Q1	$158K	Sell	13,389 -2,459	-16%	-$26.4K	0.03%	413
2023 Q4	$153K	Buy	+15,848	New	+$154K	0.04%	361

Other funds holding SMFG

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 New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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