Calamos Wealth Management LLC
Position in BAC — Bank Of America Corp /De/
CIK 1455258
NAPERVILLE, IL
Position in BAC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,860,406
-$658,494 QoQ
Shares Held
58,675
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Calamos Wealth Management LLC holds $50,304,663 across 7 Banks - Diversified names. BAC ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
89,906 | $26,446,748 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
179,896 | $14,321,520 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
185,280 | $3,659,280 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
58,675 | $2,860,406 | |
| 5 | C |
Citigroup Inc
|
11,635 | $1,319,525 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
77,711 | $1,318,755 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,190 | $378,429 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,860,406 | 58,675 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,518,900 | 63,980 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,873,820 | 55,705 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,521,824 | 53,293 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,128,496 | 242,715 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,544,895 | 353,695 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,872,582 | 248,805 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,214,933 | 30,549 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,336,755 | 35,252 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,345,082 | 39,949 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $10,957,831 | 400,213 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $8,639,792 | 301,143 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,657,937 | 232,795 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,041,678 | 333,384 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $10,075,022 | 333,610 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $8,309,779 | 266,938 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $13,885,534 | 336,864 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $14,735,577 | 331,211 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $14,073,363 | 331,528 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $13,818,729 | 335,162 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $13,409,992 | 346,601 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $10,241,142 | 337,880 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $7,704,511 | 319,822 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,696,235 | 324,052 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $6,394,369 | 301,195 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||