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 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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chancellor Financial Group WB's CHY Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Calamos Convertible and High Income Fund (CHY) stake by 2.4% in Q1 2026, buying an estimated $10.2K and bringing the position to 36,476 shares worth $397K. The position accounts for 0.28% of the portfolio, ranked #72.

Chancellor Financial Group WB first reported a position in CHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $403K in Q4 2025. 132 funds tracked by Wall St. Rank hold CHY as of Q1 2026.

Chancellor Financial Group WB held 36,476 shares of Calamos Convertible and High Income Fund worth $397K as of Q1 2026.
Chancellor Financial Group WB bought 871 Calamos Convertible and High Income Fund shares in Q1 2026, an estimated $10.2K.
Calamos Convertible and High Income Fund made up 0.28% of Chancellor Financial Group WB's portfolio in Q1 2026, its #72 holding.
Chancellor Financial Group WB first reported a position in Calamos Convertible and High Income Fund in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's Calamos Convertible and High Income Fund position peaked at $403K in Q4 2025.
132 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.