Elevation Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Elevation Wealth Partners’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	$21.9K	Buy	+928	New	+$20.6K	0.01%	563

Other funds holding SMFG

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Elevation Wealth Partners's SMFG Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 928 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings.

151 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Elevation Wealth Partners held 928 shares of Sumitomo Mitsui Financial worth $21.9K as of Q2 2026.
Sumitomo Mitsui Financial was a new Elevation Wealth Partners position in Q2 2026.
Sumitomo Mitsui Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #563 holding.
151 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.