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Calamos Advisors’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Calamos Advisors’s Portfolio
SMFG Stock Details
SMFG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.66M
Buy
+185,280
New
+$3.89M
0.01%
598
2025
Q3
–
Sell
-168,076
Closed
-$2.54M
–
999
2025
Q2
$2.54M
Sell
168,076
-164,075
-49%
-$2.36M
0.01%
614
2025
Q1
$5.14M
Buy
332,151
+120,431
+57%
+$1.83M
0.02%
514
2024
Q4
$3.07M
Hold
211,720
–
–
0.01%
563
2024
Q3
$2.67M
Hold
211,720
–
–
0.01%
580
2024
Q2
$2.84M
Hold
211,720
–
–
0.01%
559
2024
Q1
$2.49M
Buy
211,720
+67,720
+47%
+$726K
0.01%
570
2023
Q4
$1.39M
Buy
+144,000
New
+$1.4M
0.01%
636
2020
Q4
–
Sell
-191,500
Closed
-$1.07M
–
767
2020
Q3
$1.07M
Buy
+191,500
New
+$1.1M
0.01%
647
Other funds holding SMFG
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
CCMG
Clark Capital Management Group
Philadelphia, Pennsylvania
$16.2B AUM
29.8%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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