Calamos Wealth Management LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1455258
NAPERVILLE, IL
Position in SMFG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,659,280
+$577,615 QoQ
Shares Held
185,280
+16.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SMFG 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. SMFG ranks #3 (7.3% 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.
This page
|
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
|
77,711 | $1,318,755 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,190 | $378,429 |
All Filings in SMFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,659,280 | 185,280 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,081,665 | 159,424 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,521,881 | 150,650 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,098,718 | 138,896 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,705,561 | 175,004 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||