Back to SMFNF
MISSION WEALTH MANAGEMENT, LP → SMFNF
MISSION WEALTH MANAGEMENT, LP SMFNF Position History
Sumitomo Mitsui Financial Group, Inc. • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $909K |
| Q4 2025 | $1M |
| Q1 2026 | $1M |
| Q2 2026 | $1.4M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 42.6K | — | — |
| Q2 2026 | $1.4M | 59.0K | — | — |
| Q1 2026 | $1M | 52.9K | — | — |
| Q4 2025 | $1M | 53.9K | — | — |
| Q3 2025 | $909K | 54.3K | — | — |
Other funds holding SMFNF
$258.8M
$211.4M
$202.6M
$201.5M
$200.3M
$167M
$151.1M