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Livermore
Livermore
ZHEN

Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

SMFG holding history

Sumitomo Mitsui Financial Group, Inc. in every 13F filed by Ellevest, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMFG overviewAll 13F holders of SMFGFull Q2 2026 holdings

Shares (Q2 2026)
45,842
Value
$1.08M
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of SMFG by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,842$1.08M0.1%+124+0.3%AddedHolders
Q1 202645,718$902.9K0.1%−1,055−2.3%ReducedHolders
Q4 202546,773$904.1K0.1%−511−1.1%ReducedHolders
Q3 202547,284$791.5K0.1%+4,928+11.6%AddedHolders
Q2 202542,356$640.0K0.1%−14,253−25.2%ReducedHolders
Q1 202556,609$875.2K0.1%−5,759−9.2%ReducedHolders
Q4 202462,368$903.7K0.1%+5,625+9.9%AddedHolders
Q3 202456,743$716.7K<0.1%−9,427−14.2%ReducedHolders
Q2 202466,170$887.3K0.1%+54,861+485.1%AddedHolders
Q1 202411,309$133.1K<0.1%+1,182+11.7%AddedHolders
Q4 202310,127$98.0K<0.1%+10,127NewHolders
Q2 20230$00.0%−2,378−100.0%Sold outHolders
Q1 20232,378$19.0K<0.1%+2,378NewHolders
Q4 20220$00.0%−162−100.0%Sold outHolders
Q3 2022162$1.00K<0.1%00.0%UnchangedHolders
Q2 2022162$1.00K<0.1%−729−81.8%ReducedHolders
Q1 2022891$6.00K<0.1%−715−44.5%ReducedHolders
Q4 20211,606$11.0K<0.1%−8,553−84.2%ReducedHolders
Q3 202110,159$71.0K<0.1%−30,545−75.0%ReducedHolders
Q2 202140,704$280.0K<0.1%+25,617+169.8%AddedHolders
Q1 202115,087$109.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.