Stephens Consulting, LLC
Position in CHY — Calamos Convertible & High Income Fund
CIK 1961632
FLINT, MI
Position in CHY
as of Dec 31, 2025
· filed Jan 13, 2026
Position Value
$6,786
+$54 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Dec 31, 2025Stephens Consulting, LLC holds $6,578,981 across 8 Asset Management names. CHY ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
40,278 | $6,468,244 | |
| 2 | PFG |
Principal Financial Group Inc
|
725 | $63,952 | |
| 3 | BGH |
Barings Global Short Duration High Yield Fund
|
1,281 | $19,227 | |
| 4 | FSK |
FS KKR Capital Corp
|
568 | $8,412 | |
| 5 | CHY |
Calamos Convertible & High Income Fund
This page
|
600 | $6,786 | |
| 6 | JRI |
Nuveen Real Asset Income & Growth Fund
|
409 | $5,527 | |
| 7 | BLK |
BlackRock, Inc.
|
5 | $5,351 | |
| 8 | CHW |
Calamos Global Dynamic Income Fund
|
200 | $1,482 |
All Filings in CHY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $6,786 | 600 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,732 | 600 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,594 | 600 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,060 | 600 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||