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Creative Planning SMFNF Position History
Sumitomo Mitsui Financial Group, Inc. • Financial Services
Quarters held
10
Latest value
$24.2M
Q3 2026
Peak value
$24.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.1M |
| Q3 2025 | $313K |
| Q4 2025 | $12.4M |
| Q4 2025 | $393K |
| Q1 2026 | $406K |
| Q1 2026 | $14.7M |
| Q2 2026 | $501K |
| Q2 2026 | $20.3M |
| Q3 2026 | $534K |
| Q3 2026 | $24.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.2M | 934.4K | — | — |
| Q3 2026 | $534K | 20.6K | — | — |
| Q2 2026 | $20.3M | 862.4K | — | — |
| Q2 2026 | $501K | 21.2K | — | — |
| Q1 2026 | $14.7M | 744.0K | — | — |
| Q1 2026 | $406K | 20.6K | — | — |
| Q4 2025 | $393K | 20.3K | — | — |
| Q4 2025 | $12.4M | 642.5K | — | — |
| Q3 2025 | $313K | 18.7K | — | — |
| Q3 2025 | $9.1M | 542.5K | — | — |
Other funds holding SMFNF
$258.8M
$211.4M
$202.6M
$201.5M
$200.3M
$167M
$151.1M