Back to SMFNF
HB Wealth Management, LLC → SMFNF
HB Wealth Management, LLC SMFNF Position History
Sumitomo Mitsui Financial Group, Inc. • Financial Services
Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $872K |
| Q1 2026 | $969K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 54.9K | — | — |
| Q2 2026 | $1.2M | 51.7K | — | — |
| Q1 2026 | $969K | 49.0K | — | — |
| Q4 2025 | $872K | 45.1K | — | — |
Other funds holding SMFNF
$258.8M
$211.4M
$202.6M
$201.5M
$200.3M
$167M
$151.1M