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Athena Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Athena Wealth Management’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 		$363K Buy
15,378
+1,470
+11% +$32.6K 0.27% 68
2026
Q1 		$275K Buy
+13,908
New +$292K 0.22% 86

Other funds holding SMFG

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Athena Wealth Management's SMFG Position: Q2 2026 in Review

Athena Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 11% in Q2 2026, buying an estimated $32.6K and bringing the position to 15,378 shares worth $363K. The position accounts for 0.27% of the portfolio, ranked #68.

Athena Wealth Management first reported a position in SMFG in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Athena Wealth Management held 15,378 shares of Sumitomo Mitsui Financial worth $363K as of Q2 2026.
  • Athena Wealth Management bought 1,470 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $32.6K.
  • Sumitomo Mitsui Financial made up 0.27% of Athena Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Athena Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.