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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SMFNF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SMFNF Position History
Sumitomo Mitsui Financial Group, Inc. • Financial Services
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $555K |
| Q4 2025 | $968K |
| Q1 2026 | $816K |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 67.2K | — | — |
| Q2 2026 | $1.3M | 50.8K | — | — |
| Q1 2026 | $816K | 39.9K | — | — |
| Q4 2025 | $968K | 48.4K | — | — |
| Q3 2025 | $555K | 34.5K | — | — |
Other funds holding SMFNF
$258.8M
$211.4M
$202.6M
$201.5M
$200.3M
$167M
$151.1M