Wealth Enhancement Advisory Services
SMFG icon

Wealth Enhancement Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wealth Enhancement Advisory 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 		$816K Sell
39,946
-8,416
-17% -$177K ﹤0.01% 1939
2025
Q4 		$968K Buy
48,362
+13,840
+40% +$240K ﹤0.01% 1985
2025
Q3 		$555K Buy
34,522
+10,280
+42% +$165K ﹤0.01% 2281
2025
Q2 		$370K Buy
24,242
+2,816
+13% +$40.5K ﹤0.01% 2451
2025
Q1 		$331K Buy
21,426
+611
+3% +$9.29K ﹤0.01% 2369
2024
Q4 		$302K Sell
20,815
-130
-0.6% -$1.79K ﹤0.01% 2377
2024
Q3 		$265K Buy
20,945
+699
+3% +$9.23K ﹤0.01% 2262
2024
Q2 		$271K Buy
20,246
+963
+5% +$11.7K ﹤0.01% 2050
2024
Q1 		$227K Sell
19,283
-33,793
-64% -$363K ﹤0.01% 2110
2023
Q4 		$514K Sell
53,076
-9,457
-15% -$91.7K ﹤0.01% 1488
2023
Q3 		$616K Buy
+62,533
New +$578K ﹤0.01% 1314

Other funds holding SMFG

Morgan Stanley
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
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