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RAFFA WEALTH MANAGEMENT, LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$18.5K Buy
785
+284
+57% +$6.31K ﹤0.01% 303
2026
Q1 		$9.89K Hold
501
– – ﹤0.01% 395
2025
Q4 		$9.68K Sell
501
-60
-11% -$1.04K ﹤0.01% 387
2025
Q3 		$9.39K Buy
561
+90
+19% +$1.44K ﹤0.01% 376
2025
Q2 		$7.12K Hold
471
– – ﹤0.01% 447
2025
Q1 		$7.28K Hold
471
– – ﹤0.01% 365
2024
Q4 		$6.83K Hold
471
– – ﹤0.01% 393
2024
Q3 		$5.95K Hold
471
– – ﹤0.01% 384
2024
Q2 		$6.32K Hold
471
– – ﹤0.01% 514
2024
Q1 		$5.54K Buy
471
+327
+227% +$3.51K ﹤0.01% 493
2023
Q4 		$1.39K Buy
+144
New +$1.4K ﹤0.01% 724
2018
Q4 		– Sell
-2,500
Closed -$20.1K – 762
2018
Q3 		$20.1K Hold
2,500
– – 0.01% 182
2018
Q2 		$19.4K Hold
2,500
– – 0.01% 171
2018
Q1 		$21.3K Hold
2,500
– – 0.01% 167
2017
Q4 		$21.7K Hold
2,500
– – 0.01% 164
2017
Q3 		$19.3K Hold
2,500
– – 0.01% 171
2017
Q2 		$19.6K Hold
2,500
– – 0.01% 171
2017
Q1 		$18.1K Sell
2,500
-292
-10% -$2.27K 0.01% 148
2016
Q4 		$21.3K Buy
2,792
+18
+0.6% +$131 0.01% 146
2016
Q3 		$18.7K Hold
2,774
– – 0.01% 145
2016
Q2 		$15.9K Buy
2,774
+18
+0.7% +$110 0.01% 147
2016
Q1 		$16.6K Hold
2,756
– – 0.01% 155
2015
Q4 		$20.9K Hold
2,756
– – 0.01% 130
2015
Q3 		$21K Hold
2,756
– – 0.01% 131
2015
Q2 		$24.5K Buy
2,756
+2,500
+977% +$21.7K 0.01% 123
2015
Q1 		$1.98K Hold
256
– – ﹤0.01% 273
2014
Q4 		$1.86K Hold
256
– – ﹤0.01% 260
2014
Q3 		$2.1K Buy
+256
New +$2.1K ﹤0.01% 249
2014
Q1 		– Sell
-256
Closed -$1.86K – 656
2013
Q4 		$1.86K Buy
+256
New +$2.55K ﹤0.01% 260

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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SMFG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Sumitomo Mitsui Financial (SMFG) stake by 57% in Q2 2026, buying an estimated $6.31K and bringing the position to 785 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SMFG in Q4 2013 and has held it in 29 quarters since. The position peaked at $24.5K in Q2 2015. 135 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 785 shares of Sumitomo Mitsui Financial worth $18.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 284 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $6.31K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #303 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Sumitomo Mitsui Financial in Q4 2013 and has held it in 29 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Sumitomo Mitsui Financial position peaked at $24.5K in Q2 2015.
  • 135 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.