TIP
CHY

Tandem Investment Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

Tandem Investment Partners’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 		$170K Buy
12,515
+2,255
+22% +$28.5K 0.13% 76
2026
Q1 		$112K Buy
+10,260
New +$120K 0.09% 73

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

Tandem Investment Partners's CHY Position: Q2 2026 in Review

Tandem Investment Partners increased its Calamos Convertible and High Income Fund (CHY) stake by 22% in Q2 2026, buying an estimated $28.5K and bringing the position to 12,515 shares worth $170K. The position accounts for 0.13% of the portfolio, ranked #76.

Tandem Investment Partners first reported a position in CHY in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Tandem Investment Partners held 12,515 shares of Calamos Convertible and High Income Fund worth $170K as of Q2 2026.
  • Tandem Investment Partners bought 2,255 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $28.5K.
  • Calamos Convertible and High Income Fund made up 0.13% of Tandem Investment Partners's portfolio in Q2 2026, its #76 holding.
  • Tandem Investment Partners first reported a position in Calamos Convertible and High Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.