Back to SMFNF
Legacy Wealth Asset Management, LLC → SMFNF
Legacy Wealth Asset Management, LLC SMFNF Position History
Sumitomo Mitsui Financial Group, Inc. • Financial Services
Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $790K |
| Q1 2026 | $813K |
| Q2 2026 | $970K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 46.3K | — | — |
| Q2 2026 | $970K | 41.1K | — | — |
| Q1 2026 | $813K | 41.2K | — | — |
| Q4 2025 | $790K | 40.9K | — | — |
Other funds holding SMFNF
$258.8M
$211.4M
$202.6M
$201.5M
$200.3M
$167M
$151.1M