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Calamos Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Calamos Wealth Management’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 		$4.87M Buy
206,378
+21,098
+11% +$469K 0.15% 105
2026
Q1 		$3.66M Buy
185,280
+25,856
+16% +$543K 0.13% 106
2025
Q4 		$3.08M Buy
159,424
+8,774
+6% +$152K 0.11% 106
2025
Q3 		$2.52M Buy
150,650
+11,754
+8% +$188K 0.09% 118
2025
Q2 		$2.1M Sell
138,896
-36,108
-21% -$519K 0.09% 114
2025
Q1 		$2.71M Buy
+175,004
New +$2.66M 0.13% 93

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Calamos Wealth Management's SMFG Position: Q2 2026 in Review

Calamos Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 11% in Q2 2026, buying an estimated $469K and bringing the position to 206,378 shares worth $4.87M. The position accounts for 0.15% of the portfolio, ranked #105.

Calamos Wealth Management first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Calamos Wealth Management held 206,378 shares of Sumitomo Mitsui Financial worth $4.87M as of Q2 2026.
  • Calamos Wealth Management bought 21,098 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $469K.
  • Sumitomo Mitsui Financial made up 0.15% of Calamos Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Calamos Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

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