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MATHER GROUP, LLC. SMFNF Position History
Sumitomo Mitsui Financial Group, Inc. • Financial Services
Quarters held
5
Latest value
$849K
Q3 2026
Peak value
$849K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $548K |
| Q4 2025 | $631K |
| Q1 2026 | $645K |
| Q2 2026 | $770K |
| Q3 2026 | $849K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $849K | 32.8K | — | — |
| Q2 2026 | $770K | 32.7K | — | — |
| Q1 2026 | $645K | 32.7K | — | — |
| Q4 2025 | $631K | 32.7K | — | — |
| Q3 2025 | $548K | 32.7K | — | — |
Other funds holding SMFNF
$258.8M
$211.4M
$202.6M
$201.5M
$200.3M
$167M
$151.1M