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Kathmere Capital Management, LLC → SMFNF

Kathmere Capital Management, LLC SMFNF Position History

Sumitomo Mitsui Financial Group, Inc. • Financial Services

Quarters held
5
Latest value
$995K
Q3 2026
Peak value
$995K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$318K
Q4 2025$371K
Q1 2026$488K
Q2 2026$809K
Q3 2026$995K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$995K38.4K——
Q2 2026$809K34.3K——
Q1 2026$488K24.7K——
Q4 2025$371K19.2K——
Q3 2025$318K19.0K——

Other funds holding SMFNF

Other Kathmere Capital Management, LLC positions

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$65.4M
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VANGUARD TAX-MANAGED FDS

$64.7M
ETHA

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$63.5M