RA
SMFG icon

Riversedge Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Riversedge 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 		$352K Buy
14,936
+4,447
+42% +$98.8K 0.05% 174
2026
Q1 		$207K Buy
10,489
+230
+2% +$4.83K 0.03% 199
2025
Q4 		$198K Buy
+10,259
New +$178K 0.03% 208

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
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Riversedge Advisors's SMFG Position: Q2 2026 in Review

Riversedge Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 42% in Q2 2026, buying an estimated $98.8K and bringing the position to 14,936 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #174.

Riversedge Advisors first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Riversedge Advisors held 14,936 shares of Sumitomo Mitsui Financial worth $352K as of Q2 2026.
  • Riversedge Advisors bought 4,447 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $98.8K.
  • Sumitomo Mitsui Financial made up 0.05% of Riversedge Advisors's portfolio in Q2 2026, its #174 holding.
  • Riversedge Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.