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Sivia Capital Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sivia Capital Partners’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 		$1.78M Buy
75,546
+38,814
+106% +$862K 0.22% 101
2026
Q1 		$725K Sell
36,732
-6,081
-14% -$128K 0.14% 190
2025
Q4 		$828K Buy
42,813
+9,927
+30% +$172K 0.17% 153
2025
Q3 		$551K Buy
32,886
+488
+2% +$7.82K 0.16% 137
2025
Q2 		$490K Buy
32,398
+9,876
+44% +$142K 0.17% 128
2025
Q1 		$348K Buy
22,522
+1,927
+9% +$29.3K 0.16% 131
2024
Q4 		$298K Sell
20,595
-689
-3% -$9.46K 0.15% 115
2024
Q3 		$269K Sell
21,284
-580
-3% -$7.66K 0.16% 137
2024
Q2 		$293K Buy
21,864
+220
+1% +$2.67K 0.2% 113
2024
Q1 		$255K Buy
21,644
+729
+3% +$7.82K 0.17% 136
2023
Q4 		$202K Buy
+20,915
New +$203K 0.15% 164

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
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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Sivia Capital Partners's SMFG Position: Q2 2026 in Review

Sivia Capital Partners increased its Sumitomo Mitsui Financial (SMFG) stake by 106% in Q2 2026, buying an estimated $862K and bringing the position to 75,546 shares worth $1.78M. The position accounts for 0.22% of the portfolio, ranked #101.

Sivia Capital Partners first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 109 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Sivia Capital Partners held 75,546 shares of Sumitomo Mitsui Financial worth $1.78M as of Q2 2026.
  • Sivia Capital Partners bought 38,814 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $862K.
  • Sumitomo Mitsui Financial made up 0.22% of Sivia Capital Partners's portfolio in Q2 2026, its #101 holding.
  • Sivia Capital Partners first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 109 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.