MV Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.94K Buy
252
+91
+57% +$2.02K ﹤0.01% 611
2026
Q1
$3.18K Buy
161
+93
+137% +$1.95K ﹤0.01% 688
2025
Q4
$1.31K Buy
+68
New +$1.18K ﹤0.01% 776
2024
Q4
Sell
-412
Closed -$5.2K 1063
2024
Q3
$5.2K Buy
+412
New +$5.44K ﹤0.01% 624

Other funds holding SMFG

MV Capital Management's SMFG Position: Q2 2026 in Review

MV Capital Management increased its Sumitomo Mitsui Financial (SMFG) stake by 57% in Q2 2026, buying an estimated $2.02K and bringing the position to 252 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

MV Capital Management first reported a position in SMFG in Q3 2024 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • MV Capital Management held 252 shares of Sumitomo Mitsui Financial worth $5.94K as of Q2 2026.
  • MV Capital Management bought 91 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.02K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #611 holding.
  • MV Capital Management first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.