Position in C
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,319,525
-$99,192 QoQ
Shares Held
11,635
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in C 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. C ranks #5 (2.6% 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/
|
58,675 | $2,860,406 | |
| 5 | C |
Citigroup Inc
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|
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 C
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,319,525 | 11,635 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,418,717 | 12,158 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $964,148 | 9,499 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $416,492 | 4,893 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $284,456 | 4,007 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $286,628 | 4,072 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $216,470 | 3,458 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $206,118 | 3,248 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $232,217 | 3,672 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $241,150 | 4,688 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $204,909 | 4,982 | Shares | Sole | 2023-10-26 | |
| 2022-09-30 | $244,102 | 5,858 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $298,199 | 6,484 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $379,300 | 7,103 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $435,955 | 7,219 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $795,560 | 11,336 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $916,000 | 12,947 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $815,454 | 11,209 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $663,029 | 10,753 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $403,638 | 9,363 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $656,481 | 12,847 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,002,835 | 23,809 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||