Calamos Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

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

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

Calamos Wealth Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Calamos Wealth Management held 206,378 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $4.87M as of Q2 2026.
  • Calamos Wealth Management bought 21,098 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $469K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2025 and has held it in 6 quarters since.
  • 462 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 Q2 2026.

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