AHL
SMFG icon

Abel Hall LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Abel Hall LLC’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$860K Buy
36,491
+1,605
+5% +$35.6K 0.15% 100
2026
Q1 		$689K Buy
34,886
+5,873
+20% +$123K 0.15% 120
2025
Q4 		$561K Buy
29,013
+17,793
+159% +$308K 0.13% 147
2025
Q3 		$188K Sell
11,220
-213
-2% -$3.41K 0.08% 273
2025
Q2 		$173K Sell
11,433
-2,843
-20% -$40.9K 0.08% 239
2025
Q1 		$221K Buy
+14,276
New +$217K 0.13% 152

Other funds holding SMFG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Abel Hall LLC's SMFG Position: Q2 2026 in Review

Abel Hall LLC increased its Sumitomo Mitsui Financial (SMFG) stake by 4.6% in Q2 2026, buying an estimated $35.6K and bringing the position to 36,491 shares worth $860K. The position accounts for 0.15% of the portfolio, ranked #100.

Abel Hall LLC first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Abel Hall LLC held 36,491 shares of Sumitomo Mitsui Financial worth $860K as of Q2 2026.
  • Abel Hall LLC bought 1,605 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $35.6K.
  • Sumitomo Mitsui Financial made up 0.15% of Abel Hall LLC's portfolio in Q2 2026, its #100 holding.
  • Abel Hall LLC first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.