Chancellor Financial Group WB’s Calamos Convertible and High Income Fund CHY Stock Holding History

Chancellor Financial Group WB’s Portfolio CHY Stock Details CHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$507K	Buy	37,261 +785	+2%	+$9.91K	0.31%	64
2026 Q1	$397K	Buy	36,476 +871	+2%	+$10.2K	0.28%	72
2025 Q4	$403K	Buy	35,605 +881	+3%	+$10.1K	0.27%	69
2025 Q3	$390K	Buy	34,724 +10,692	+44%	+$118K	0.27%	71
2025 Q2	$264K	Buy	24,032 +939	+4%	+$9.65K	0.2%	102
2025 Q1	$233K	Sell	23,093 -3,198	-12%	-$35.4K	0.19%	111
2024 Q4	$319K	Buy	+26,291	New	+$319K	0.26%	77

Other funds holding CHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Chancellor Financial Group WB's CHY Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Calamos Convertible and High Income Fund (CHY) stake by 2.2% in Q2 2026, buying an estimated $9.91K and bringing the position to 37,261 shares worth $507K. The position accounts for 0.31% of the portfolio, ranked #64.

Chancellor Financial Group WB first reported a position in CHY in Q4 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Chancellor Financial Group WB held 37,261 shares of Calamos Convertible and High Income Fund worth $507K as of Q2 2026.
Chancellor Financial Group WB bought 785 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $9.91K.
Calamos Convertible and High Income Fund made up 0.31% of Chancellor Financial Group WB's portfolio in Q2 2026, its #64 holding.
Chancellor Financial Group WB first reported a position in Calamos Convertible and High Income Fund in Q4 2024 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.