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LVW Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

LVW Advisors’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 		$215K Buy
+9,132
New +$203K 0.02% 433

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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

LVW Advisors's SMFG Position: Q2 2026 in Review

LVW Advisors opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 9,132 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings.

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

  • LVW Advisors held 9,132 shares of Sumitomo Mitsui Financial worth $215K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new LVW Advisors position in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #433 holding.
  • 159 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.