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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Calamos Advisors's SMFG Position: Q2 2026 in Review

Calamos Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 333% in Q2 2026, buying an estimated $13.7M and bringing the position to 802,736 shares worth $18.9M. The position accounts for 0.06% of the portfolio, ranked #292.

Calamos Advisors first reported a position in SMFG in Q3 2020 and has held it in 10 quarters since. 459 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Calamos Advisors held 802,736 shares of Sumitomo Mitsui Financial worth $18.9M as of Q2 2026.
Calamos Advisors bought 617,456 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $13.7M.
Sumitomo Mitsui Financial made up 0.06% of Calamos Advisors's portfolio in Q2 2026, its #292 holding.
Calamos Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2020 and has held it in 10 quarters since.
459 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.