Calamos Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 Q3	$20.7M	Sell	799,550 -3,186	-0.4%	-$82.4K	0.06%	280
2026 Q2	$18.9M	Buy	802,736 +617,456	+333%	+$13.7M	0.06%	292
2026 Q1	$3.66M	Buy	+185,280	New	+$3.89M	0.01%	598
2025 Q3	–	Sell	-168,076	Closed	-$2.54M	–	992
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	–	759
2020 Q3	$1.07M	Buy	+191,500	New	+$1.1M	0.01%	647

Other funds holding SMFG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Calamos Advisors's SMFG Position: Q3 2026 in Review

Calamos Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.4% in Q3 2026, selling an estimated $82.4K and leaving 799,550 shares worth $20.7M. The position accounts for 0.06% of the portfolio, ranked #280.

Calamos Advisors first reported a position in SMFG in Q3 2020 and has held it in 11 quarters since. 218 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Calamos Advisors held 799,550 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $20.7M as of Q3 2026.
Calamos Advisors sold 3,186 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $82.4K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.06% of Calamos Advisors's portfolio in Q3 2026, its #280 holding.
Calamos Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2020 and has held it in 11 quarters since.
218 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2026.

Based on Calamos Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.