Back to SMFNF
Moran Wealth Management, LLC → SMFNF
Moran Wealth Management, LLC SMFNF Position History
Sumitomo Mitsui Financial Group, Inc. • Financial Services
Quarters held
8
Latest value
$8.9M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $17K |
| Q4 2025 | $7.3M |
| Q1 2026 | $27K |
| Q1 2026 | $8M |
| Q2 2026 | $7.9M |
| Q2 2026 | $48K |
| Q3 2026 | $58K |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 344.9K | — | — |
| Q3 2026 | $58K | 2.2K | — | — |
| Q2 2026 | $48K | 2.0K | — | — |
| Q2 2026 | $7.9M | 334.9K | — | — |
| Q1 2026 | $8M | 403.5K | — | — |
| Q1 2026 | $27K | 1.4K | — | — |
| Q4 2025 | $7.3M | 378.7K | — | — |
| Q4 2025 | $17K | 895 | — | — |
Other funds holding SMFNF
$258.8M
$211.4M
$202.6M
$201.5M
$200.3M
$167M
$151.1M