TFM
CHY

TFC Financial Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

TFC Financial Management’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
2025
Q4 		– Sell
-3,000
Closed -$33.7K – 980
2025
Q3 		$33.7K Buy
+3,000
New +$33K ﹤0.01% 306

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TFC Financial Management's CHY Position: Q4 2025 in Review

TFC Financial Management sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2025, closing a stake of 3,000 shares — an estimated $33.7K sold.

TFC Financial Management first reported a position in CHY in Q3 2025 and held it in 1 quarter. The position peaked at $33.7K in Q3 2025. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

  • TFC Financial Management reported no remaining Calamos Convertible and High Income Fund position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 3,000 Calamos Convertible and High Income Fund shares in Q4 2025, an estimated $33.7K.
  • TFC Financial Management first reported a position in Calamos Convertible and High Income Fund in Q3 2025 and held it in 1 quarter.
  • TFC Financial Management's Calamos Convertible and High Income Fund position peaked at $33.7K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.