BFG
CCD

Bleakley Financial Group’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Bleakley Financial Group’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Buy
+84,200
New +$2.06M 0.03% 450

Other funds holding CCD

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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bleakley Financial Group's CCD Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026: 84,200 shares worth $2.17M. The stake represents 0.03% of the portfolio and ranks #450 among its holdings.

43 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Bleakley Financial Group held 84,200 shares of Calamos Dynamic Convertible & Income Fund worth $2.17M as of Q2 2026.
  • Calamos Dynamic Convertible & Income Fund was a new Bleakley Financial Group position in Q2 2026.
  • Calamos Dynamic Convertible & Income Fund made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #450 holding.
  • 43 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.