PP
CHY

Patten & Patten’s Calamos Convertible and High Income Fund CHY Stock Holding History

Patten & Patten’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 		$274K Buy
20,151
+464
+2% +$5.86K 0.01% 307
2026
Q1 		$214K Buy
19,687
+491
+3% +$5.73K 0.01% 329
2025
Q4 		$217K Buy
19,196
+503
+3% +$5.76K 0.01% 332
2025
Q3 		$210K Buy
18,693
+494
+3% +$5.44K 0.01% 337
2025
Q2 		$200K Buy
+18,199
New +$187K 0.01% 320

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patten & Patten's CHY Position: Q2 2026 in Review

Patten & Patten increased its Calamos Convertible and High Income Fund (CHY) stake by 2.4% in Q2 2026, buying an estimated $5.86K and bringing the position to 20,151 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #307.

Patten & Patten first reported a position in CHY in Q2 2025 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Patten & Patten held 20,151 shares of Calamos Convertible and High Income Fund worth $274K as of Q2 2026.
  • Patten & Patten bought 464 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $5.86K.
  • Calamos Convertible and High Income Fund made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #307 holding.
  • Patten & Patten first reported a position in Calamos Convertible and High Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.