EL
SMFG icon

EWA LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

EWA 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 		$473K Sell
20,065
-1,663
-8% -$36.9K 0.09% 143
2026
Q1 		$429K Buy
21,728
+19
+0.1% +$399 0.1% 120
2025
Q4 		$420K Buy
21,709
+233
+1% +$4.04K 0.1% 104
2025
Q3 		$360K Buy
21,476
+174
+0.8% +$2.79K 0.1% 109
2025
Q2 		$322K Sell
21,302
-153
-0.7% -$2.2K 0.1% 110
2025
Q1 		$332K Sell
21,455
-64
-0.3% -$974 0.12% 88
2024
Q4 		$312K Buy
21,519
+129
+0.6% +$1.77K 0.12% 83
2024
Q3 		$306K Sell
21,390
-47
-0.2% -$621 0.11% 88
2024
Q2 		$304K Buy
21,437
+24
+0.1% +$291 0.13% 80
2024
Q1 		$248K Sell
21,413
-1,331
-6% -$14.3K 0.11% 90
2023
Q4 		$237K Buy
22,744
+416
+2% +$4.03K 0.12% 90
2023
Q3 		$207K Buy
22,328
+524
+2% +$4.85K 0.13% 79
2023
Q2 		$188K Buy
21,804
+26
+0.1% +$215 0.13% 72
2023
Q1 		$183K Buy
+21,778
New +$184K 0.14% 65

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

EWA LLC's SMFG Position: Q2 2026 in Review

EWA LLC reduced its Sumitomo Mitsui Financial (SMFG) stake by 7.7% in Q2 2026, selling an estimated $36.9K and leaving 20,065 shares worth $473K. The position accounts for 0.09% of the portfolio, ranked #143.

EWA LLC first reported a position in SMFG in Q1 2023 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • EWA LLC held 20,065 shares of Sumitomo Mitsui Financial worth $473K as of Q2 2026.
  • EWA LLC sold 1,663 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $36.9K.
  • Sumitomo Mitsui Financial made up 0.09% of EWA LLC's portfolio in Q2 2026, its #143 holding.
  • EWA LLC first reported a position in Sumitomo Mitsui Financial in Q1 2023 and has held it in 14 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.