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SIGNATUREFD, LLC → SMFNF

SIGNATUREFD, LLC SMFNF Position History

Sumitomo Mitsui Financial Group, Inc. • Financial Services

Quarters held
4
Latest value
$6.2M
Q3 2026
Peak value
$6.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.3M
Q1 2026$4.4M
Q2 2026$5.6M
Q3 2026$6.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.2M238.6K——
Q2 2026$5.6M235.6K——
Q1 2026$4.4M224.7K——
Q4 2025$4.3M220.9K——

Other funds holding SMFNF

Other SIGNATUREFD, LLC positions

ETHA

ISHARES TR

$924.6M
ETHA

ISHARES TR

$898.6M
ETHA

ISHARES TR

$843.8M
ETHA

ISHARES TR

$767.1M
ETHA

ISHARES TR

$559.8M
BX

VANGUARD SPECIALIZED FUNDS

$548.1M
BX

VANGUARD SPECIALIZED FUNDS

$540.3M
ETHA

ISHARES TR

$536.6M