Back to SMFNF

SAGE RHINO CAPITAL LLC → SMFNF

SAGE RHINO CAPITAL LLC SMFNF Position History

Sumitomo Mitsui Financial Group, Inc. • Financial Services

Quarters held
5
Latest value
$855K
Q3 2026
Peak value
$855K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$588K
Q4 2025$660K
Q1 2026$671K
Q2 2026$804K
Q3 2026$855K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$855K33.0K——
Q2 2026$804K34.1K——
Q1 2026$671K34.0K——
Q4 2025$660K34.1K——
Q3 2025$588K35.1K——

Other funds holding SMFNF

Other SAGE RHINO CAPITAL LLC positions

IAU

ISHARES GOLD TR

$24.4M
IAU

ISHARES GOLD TR

$23.6M
GS-PD

GOLDMAN SACHS ETF TR

$20.5M
VGES

VANGUARD INDEX FDS

$20.3M
VGES

VANGUARD INDEX FDS

$20.1M
VGES

VANGUARD INDEX FDS

$20M
VGES

VANGUARD INDEX FDS

$19.9M
VGES

VANGUARD INDEX FDS

$19.5M