Calamos Wealth Management LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1455258
NAPERVILLE, IL
Position in MUFG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,318,755
+$36,586 QoQ
Shares Held
77,711
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MUFG 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. MUFG ranks #6 (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
|
11,635 | $1,319,525 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
77,711 | $1,318,755 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,190 | $378,429 |
All Filings in MUFG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,318,755 | 77,711 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,282,169 | 80,843 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,366,599 | 85,734 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $1,578,122 | 115,783 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,280,972 | 109,298 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,097,027 | 107,763 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,130,522 | 104,678 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $980,535 | 95,849 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,255,019 | 145,763 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,182,300 | 139,258 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||