Cromwell Holdings LLC SMFG Sumitomo Mitsui Financial Group Inc. SPONSORED ADR

Ownership history in Cromwell Holdings LLC  ·  9 quarters on record

AI Ownership Summary

Cromwell Holdings LLC reported Sumitomo Mitsui Financial Group Inc. SPONSORED ADR (SMFG) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows SMFG at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cromwell Holdings LLC's position in Sumitomo Mitsui Financial Group Inc. SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SMFG was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cromwell Holdings LLC held SMFG — position size vs. price
% of Fund (quarterly)    SMFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 13,841 0% 0.15% $330K 2026-07-14 $26.26
2026 Q1 UNCHANGED 13,841 0% 0.15% $273K 2026-04-30 $21.23
2025 Q4 UNCHANGED 13,841 0% 0.15% $268K 2026-01-20 $20.90
2025 Q3 UNCHANGED 13,841 0% 0.12% $232K 2025-10-24 $16.03
2025 Q2 UNCHANGED 13,841 0% 0.13% $209K 2025-07-21 $14.74
2025 Q1 UNCHANGED 13,841 0% 0.14% $214K 2025-05-01 $13.93
2024 Q4 UNCHANGED 13,841 0% 0.12% $201K 2025-02-03 $14.59
2024 Q3 UNCHANGED 13,841 0% 0.11% $175K 2024-10-23 $12.09
2024 Q2 INITIATED 13,841 0.11% $186K 2024-08-14 $12.31

FAQ About Cromwell Holdings LLC and SMFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cromwell Holdings LLC reported owning SMFG?

Cromwell Holdings LLC reported SMFG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SMFG position in Cromwell Holdings LLC's portfolio?

The largest reported portfolio weight for SMFG was 0.15% in 2026 Q1.

What is the latest reported SMFG position on this page?

The most recent filing on this page is 2026 Q2, when Cromwell Holdings LLC reported 13,841 shares, equal to 0.15% of portfolio, with an estimated market value of $330K.

What does the chart on this SMFG ownership page compare?

The chart compares Cromwell Holdings LLC's quarterly SMFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Cromwell Holdings LLC Holdings