Wedmont Private Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wedmont Private Capital’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	$312K	Sell	12,111 -2,111	-15%	-$46.9K	0.01%	726
2026 Q1	$307K	Sell	14,222 -2,821	-17%	-$59.3K	0.01%	656
2025 Q4	$339K	Buy	17,043 +789	+5%	+$13.7K	0.01%	610
2025 Q3	$261K	Sell	16,254 -688	-4%	-$11K	0.01%	657
2025 Q2	$252K	Sell	16,942 -218	-1%	-$3.13K	0.01%	644
2025 Q1	$222K	Buy	17,160 +801	+5%	+$12.2K	0.01%	617
2024 Q4	$231K	Buy	16,359 +223	+1%	+$3.06K	0.01%	617
2024 Q3	$209K	Buy	16,136 +1,312	+9%	+$17.3K	0.01%	621
2024 Q2	$203K	Buy	14,824 +1,924	+15%	+$23.3K	0.01%	609
2024 Q1	$150K	Buy	12,900 +216	+2%	+$2.32K	0.01%	584
2023 Q4	$126K	Buy	12,684 +2,517	+25%	+$24.4K	0.01%	550
2023 Q3	$99.6K	Buy	+10,167	New	+$94K	0.01%	492

Other funds holding SMFG

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 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

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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