Trust Point Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Trust Point Inc’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	$600K	Buy	25,437 +1,328	+6%	+$29.5K	0.05%	195
2026 Q1	$476K	Buy	24,109 +4,476	+23%	+$94K	0.04%	267
2025 Q4	$380K	Buy	19,633 +2,819	+17%	+$48.9K	0.03%	306
2025 Q3	$281K	Buy	16,814 +4,799	+40%	+$76.9K	0.02%	376
2025 Q2	$182K	Sell	12,015 -350	-3%	-$5.03K	0.02%	380
2025 Q1	$191K	Sell	12,365 -505	-4%	-$7.68K	0.02%	443
2024 Q4	$186K	Sell	12,870 -27	-0.2%	-$371	0.01%	551
2024 Q3	$163K	Sell	12,897 -264	-2%	-$3.49K	0.01%	506
2024 Q2	$176K	Sell	13,161 -5,333	-29%	-$64.6K	0.01%	484
2024 Q1	$218K	Buy	18,494 +3,819	+26%	+$41K	0.02%	489
2023 Q4	$142K	Buy	+14,675	New	+$142K	0.01%	488

Other funds holding SMFG

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return