Position in KB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,398,663
+$556,565 QoQ
Shares Held
41,908
+8.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#71
of 362 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Calamos Wealth Management LLC holds $11,849,757 across 7 Banks - Regional names. KB ranks #2 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
428,831 | $5,729,182 | |
| 2 | KB |
KB Financial Group Inc.
This page
|
41,908 | $4,398,663 | |
| 3 | TFC |
Truist Financial Corp
|
9,380 | $467,311 | |
| 4 | NIC |
Nicolet Bankshares Inc
|
2,287 | $378,246 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,301 | $320,332 | |
| 6 | USB |
US Bancorp \De\
|
5,209 | $314,623 | |
| 7 | FNB |
Fnb Corp/Pa/
|
12,652 | $241,400 |
All Filings in KB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,398,663 | 41,908 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,842,098 | 38,525 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,605,076 | 41,900 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,283,816 | 39,607 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,007,019 | 36,409 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $1,632,973 | 28,699 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,104,069 | 34,074 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,858,223 | 32,825 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,007,762 | 19,354 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||