Calamos Wealth Management »

Sumitomo Mitsui Financial Grp shares owned by Calamos Wealth Management

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Calamos Wealth Management from 13F filings

Historical chart of Calamos Wealth Management investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Calamos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Calamos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 159k 19.33
2025-09-30 $2.5M 151k 16.74
2025-06-30 $2.1M 139k 15.11
2025-03-31 $2.7M 175k 15.46

More positions owned by Calamos Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Russell 3000 Etf (IWV)
Victory Portfolios Ii Core Intermediat (UITB)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Calamos Wealth Management

Top funds holding Sumitomo Mitsui Financial Grp

Goldman Sachs Group
FMR
BlackRock
Northern Trust
Clark Capital Management Group
Citadel Advisors
Dimensional Fund Advisors
American Century Companies
Wells Fargo & Company
Envestnet Asset Management
Renaissance Technologies
Fisher Investments
Quantinno Capital Management
Toronto-Dominion Bank
Jane Street

View all funds holding Sumitomo Mitsui Financial Grp