Calamos Advisors LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1316507
NAPERVILLE, IL
Position in SMFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$18,928,514
+$15,269,234 QoQ
Shares Held
802,736
+333.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#24
of 460 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Calamos Advisors LLC holds $617,710,900 across 6 Banks - Diversified names. SMFG ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
708,384 | $231,875,334 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,207,262 | $125,769,788 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,366,153 | $112,898,883 | |
| 4 | C |
Citigroup Inc
|
735,465 | $102,935,681 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
174,972 | $25,302,700 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
802,736 | $18,928,514 |
All Filings in SMFG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,928,514 | 802,736 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,659,280 | 185,280 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $2,539,628 | 168,076 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,135,054 | 332,151 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,067,822 | 211,720 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,674,023 | 211,720 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,839,165 | 211,720 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,491,944 | 211,720 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,393,920 | 144,000 | Shares | Sole | 2024-01-31 | |
| 2020-09-30 | $1,070,485 | 191,500 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||