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Traveka Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Traveka Wealth’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 		$628K Sell
26,630
-96
-0.4% -$2.13K 0.21% 84
2026
Q1 		$528K Buy
26,726
+613
+2% +$12.9K 0.2% 82
2025
Q4 		$505K Buy
26,113
+373
+1% +$6.46K 0.21% 88
2025
Q3 		$431K Buy
25,740
+73
+0.3% +$1.17K 0.19% 89
2025
Q2 		$388K Sell
25,667
-2,245
-8% -$32.3K 0.21% 82
2025
Q1 		$432K Buy
27,912
+314
+1% +$4.78K 0.24% 73
2024
Q4 		$400K Buy
27,598
+82
+0.3% +$1.13K 0.22% 76
2024
Q3 		$348K Buy
27,516
+10
+0% +$132 0.18% 83
2024
Q2 		$369K Buy
27,506
+859
+3% +$10.4K 0.18% 71
2024
Q1 		$314K Buy
26,647
+1,107
+4% +$11.9K 0.15% 80
2023
Q4 		$247K Buy
+25,540
New +$248K 0.12% 101

Other funds holding SMFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 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

Traveka Wealth's SMFG Position: Q2 2026 in Review

Traveka Wealth reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.36% in Q2 2026, selling an estimated $2.13K and leaving 26,630 shares worth $628K. The position accounts for 0.21% of the portfolio, ranked #84.

Traveka Wealth first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Traveka Wealth held 26,630 shares of Sumitomo Mitsui Financial worth $628K as of Q2 2026.
  • Traveka Wealth sold 96 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.13K.
  • Sumitomo Mitsui Financial made up 0.21% of Traveka Wealth's portfolio in Q2 2026, its #84 holding.
  • Traveka Wealth first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 183 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.