Truist Financial
CHW

Truist Financial’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Truist Financial’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Buy
29,647
+6
+0% +$47 ﹤0.01% 2606
2025
Q4 		$220K Buy
+29,641
New +$221K ﹤0.01% 2553
2024
Q3 		– Sell
-20,555
Closed -$141K – 2546
2024
Q2 		$141K Sell
20,555
-4,666
-19% -$30.9K ﹤0.01% 2562
2024
Q1 		$164K Buy
+25,221
New +$154K ﹤0.01% 2515
2023
Q4 		– Sell
-28,847
Closed -$160K – 2647
2023
Q3 		$160K Sell
28,847
-1,965
-6% -$11.7K ﹤0.01% 2476
2023
Q2 		$185K Buy
30,812
+2,034
+7% +$12K ﹤0.01% 2453
2023
Q1 		$172K Buy
28,778
+2,435
+9% +$14.7K ﹤0.01% 2447
2022
Q4 		$147K Sell
26,343
-3,323
-11% -$19.4K ﹤0.01% 2448
2022
Q3 		$180K Sell
29,666
-2,992
-9% -$21.3K ﹤0.01% 2335
2022
Q2 		$223K Buy
32,658
+34
+0.1% +$261 ﹤0.01% 2395
2022
Q1 		$290K Sell
32,624
-750
-2% -$6.79K ﹤0.01% 2341
2021
Q4 		$333K Buy
33,374
+6,757
+25% +$68.1K ﹤0.01% 2290
2021
Q3 		$255K Buy
26,617
+31
+0.1% +$330 ﹤0.01% 2441
2021
Q2 		$291K Sell
26,586
-1,790
-6% -$19K ﹤0.01% 2388
2021
Q1 		$290K Buy
28,376
+2,082
+8% +$20.7K ﹤0.01% 2298
2020
Q4 		$251K Buy
26,294
+67
+0.3% +$598 ﹤0.01% 2266
2020
Q3 		$213K Buy
26,227
+110
+0.4% +$882 ﹤0.01% 2229
2020
Q2 		$191K Buy
26,117
+2,800
+12% +$18.6K ﹤0.01% 2205
2020
Q1 		$134K Buy
23,317
+3,752
+19% +$29.1K ﹤0.01% 2214
2019
Q4 		$170K Buy
+19,565
New +$163K ﹤0.01% 2375

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Truist Financial's CHW Position: Q1 2026 in Review

Truist Financial increased its Calamos Global Dynamic Income Fund (CHW) stake by 0.02% in Q1 2026, buying an estimated $47 and bringing the position to 29,647 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Truist Financial first reported a position in CHW in Q4 2019 and has held it in 20 quarters since. The position peaked at $333K in Q4 2021. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

  • Truist Financial held 29,647 shares of Calamos Global Dynamic Income Fund worth $215K as of Q1 2026.
  • Truist Financial bought 6 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $47.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2606 holding.
  • Truist Financial first reported a position in Calamos Global Dynamic Income Fund in Q4 2019 and has held it in 20 quarters since.
  • Truist Financial's Calamos Global Dynamic Income Fund position peaked at $333K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.