EI
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Ellevest Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ellevest Inc’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 		$1.08M Buy
45,842
+124
+0.3% +$2.75K 0.13% 113
2026
Q1 		$903K Sell
45,718
-1,055
-2% -$22.2K 0.13% 118
2025
Q4 		$904K Sell
46,773
-511
-1% -$8.86K 0.13% 116
2025
Q3 		$792K Buy
47,284
+4,928
+12% +$78.9K 0.11% 127
2025
Q2 		$640K Sell
42,356
-14,253
-25% -$205K 0.1% 149
2025
Q1 		$875K Sell
56,609
-5,759
-9% -$87.6K 0.06% 118
2024
Q4 		$904K Buy
62,368
+5,625
+10% +$77.3K 0.05% 113
2024
Q3 		$717K Sell
56,743
-9,427
-14% -$125K 0.04% 152
2024
Q2 		$887K Buy
66,170
+54,861
+485% +$664K 0.05% 111
2024
Q1 		$133K Buy
11,309
+1,182
+12% +$12.7K 0.01% 386
2023
Q4 		$98K Buy
+10,127
New +$98.2K 0.01% 375
2023
Q2 		– Sell
-2,378
Closed -$19K – 1428
2023
Q1 		$19K Buy
+2,378
New +$20.1K ﹤0.01% 852
2022
Q4 		– Sell
-162
Closed -$1K – 1950
2022
Q3 		$1K Hold
162
– – ﹤0.01% 1517
2022
Q2 		$1K Sell
162
-729
-82% -$4.4K ﹤0.01% 1317
2022
Q1 		$6K Sell
891
-715
-45% -$5.09K ﹤0.01% 1004
2021
Q4 		$11K Sell
1,606
-8,553
-84% -$57.9K ﹤0.01% 842
2021
Q3 		$71K Sell
10,159
-30,545
-75% -$213K 0.01% 422
2021
Q2 		$280K Buy
40,704
+25,617
+170% +$184K 0.03% 185
2021
Q1 		$109K Sell
15,087
-2,665
-15% -$18.6K 0.01% 328
2020
Q4 		$110K Buy
17,752
+11,433
+181% +$67.1K 0.02% 286
2020
Q3 		$35K Buy
6,319
+2,232
+55% +$12.8K 0.01% 432
2020
Q2 		$23K Sell
4,087
-3,814
-48% -$20.6K ﹤0.01% 475
2020
Q1 		$38K Buy
7,901
+3,383
+75% +$21.8K 0.01% 289
2019
Q4 		$33K Buy
+4,518
New +$32.5K 0.01% 297
2019
Q3 		– Sell
-804
Closed -$6K – 592
2019
Q2 		$6K Buy
+804
New +$5.69K ﹤0.01% 291

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ellevest Inc's SMFG Position: Q2 2026 in Review

Ellevest Inc increased its Sumitomo Mitsui Financial (SMFG) stake by 0.27% in Q2 2026, buying an estimated $2.75K and bringing the position to 45,842 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #113.

Ellevest Inc first reported a position in SMFG in Q2 2019 and has held it in 25 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Ellevest Inc held 45,842 shares of Sumitomo Mitsui Financial worth $1.08M as of Q2 2026.
  • Ellevest Inc bought 124 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.75K.
  • Sumitomo Mitsui Financial made up 0.13% of Ellevest Inc's portfolio in Q2 2026, its #113 holding.
  • Ellevest Inc first reported a position in Sumitomo Mitsui Financial in Q2 2019 and has held it in 25 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.