Redhawk Wealth Advisors, Inc. SMFG SUMITOMO MITSUI FINL GROUP I

Ownership history in Redhawk Wealth Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

Redhawk Wealth Advisors, Inc. reported SUMITOMO MITSUI FINL GROUP I (SMFG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows SMFG at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Redhawk Wealth Advisors, Inc.'s position in SUMITOMO MITSUI FINL GROUP I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMFG was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Redhawk Wealth Advisors, Inc. held SMFG — position size vs. price
% of Fund (quarterly)    SMFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 70,708 +37,859 +115.3% 0.15% $1.4M 2026-04-15 $21.52
2025 Q4 ADDED 32,849 +9,324 +39.6% 0.07% $635K 2026-01-14 $20.74
2025 Q3 ADDED 23,525 +6,415 +37.5% 0.05% $394K 2025-10-09 $16.05
2025 Q2 REDUCED 76.0% +11.4% 17,110 -54,279 -76.0% 0.03% $259K 2025-07-10 $14.81
2025 Q1 ADDED 71,389 +27,756 +63.6% 0.15% $1.1M 2025-04-15 $13.59
2024 Q4 ADDED 43,633 +10,096 +30.1% 0.09% $632K 2025-01-14 $14.07
2024 Q3 INITIATED 33,537 0.06% $424K 2024-10-11 $12.90

FAQ About Redhawk Wealth Advisors, Inc. and SMFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Redhawk Wealth Advisors, Inc. reported owning SMFG?

Redhawk Wealth Advisors, Inc. reported SMFG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SMFG position in Redhawk Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SMFG was 0.15% in 2026 Q1.

What is the latest reported SMFG position on this page?

The most recent filing on this page is 2026 Q1, when Redhawk Wealth Advisors, Inc. reported 70,708 shares, equal to 0.15% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SMFG ownership page compare?

The chart compares Redhawk Wealth Advisors, Inc.'s quarterly SMFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Redhawk Wealth Advisors, Inc. time their SMFG position?

Based on 13F filing dates vs. subsequent SMFG price moves, Redhawk Wealth Advisors, Inc. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on SMFG relative to SPY over the holding period was +22.3%.

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