NFSG
CCD

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

Newbridge Financial Services 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
2025
Q4 		– Sell
-17,889
Closed -$376K – 1233
2025
Q3 		$376K Buy
17,889
+460
+3% +$9.51K 0.06% 222
2025
Q2 		$351K Buy
+17,429
New +$361K 0.06% 221

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Newbridge Financial Services Group's CCD Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2025, closing a stake of 17,889 shares — an estimated $376K sold.

Newbridge Financial Services Group first reported a position in CCD in Q2 2025 and held it in 2 quarters. The position peaked at $376K in Q3 2025. 71 funds tracked by Wall St. Rank hold CCD as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 17,889 Calamos Dynamic Convertible & Income Fund shares in Q4 2025, an estimated $376K.
  • Newbridge Financial Services Group first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Calamos Dynamic Convertible & Income Fund position peaked at $376K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.