WELLS FARGO & COMPANY/MN
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 72971
SAN FRANCISCO, CA
Position in CHI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$14,591,288
+$476,668 QoQ
Shares Held
1,358,593
+0.9% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $6,819,180,800 across 460 Asset Management names. CHI ranks #73 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,476,370 | $2,381,549,791 | |
| 2 | BX |
Blackstone Inc.
|
5,566,780 | $640,124,029 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,250,298 | $208,152,564 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
4,261,697 | $172,470,875 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,381,789 | $153,958,929 | |
| 6 | ARCC |
Ares Capital Corp
|
4,486,606 | $80,848,639 | |
| 7 | HLNE |
Hamilton Lane INC
|
646,104 | $64,222,737 | |
| 8 | RJF |
Raymond James Financial Inc
|
438,477 | $63,487,082 |
All Filings in CHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,591,288 | 1,358,593 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $14,114,620 | 1,346,815 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,906,233 | 1,381,486 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $14,026,978 | 1,333,363 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,106,374 | 1,366,671 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $21,164,103 | 1,772,538 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,084,109 | 1,725,439 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $19,300,155 | 1,658,089 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,712,582 | 1,560,580 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $14,661,367 | 1,415,190 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $13,120,107 | 1,244,792 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,079,546 | 1,078,531 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $10,591,788 | 1,006,824 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,652,048 | 1,108,663 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,277,344 | 1,167,427 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,613,998 | 1,176,679 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $15,196,836 | 1,150,404 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,116,209 | 1,198,955 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,120,166 | 1,210,432 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,060,709 | 1,256,474 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $17,408,507 | 1,224,227 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,998,799 | 1,107,740 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $11,611,369 | 1,055,579 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $11,931,205 | 1,121,354 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,375,160 | 1,124,120 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||