Back to SMFNF
Cordatus Wealth Management LLC → SMFNF
Cordatus Wealth Management LLC SMFNF Position History
Sumitomo Mitsui Financial Group, Inc. • Financial Services
Quarters held
5
Latest value
$928K
Q3 2026
Peak value
$928K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $605K |
| Q4 2025 | $671K |
| Q1 2026 | $688K |
| Q2 2026 | $829K |
| Q3 2026 | $928K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $928K | 35.8K | — | — |
| Q2 2026 | $829K | 35.2K | — | — |
| Q1 2026 | $688K | 34.8K | — | — |
| Q4 2025 | $671K | 34.7K | — | — |
| Q3 2025 | $605K | 36.1K | — | — |
Other funds holding SMFNF
$258.8M
$211.4M
$202.6M
$201.5M
$200.3M
$167M
$151.1M