Baird Financial Group
BGH

Baird Financial Group’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Baird Financial Group’s Portfolio BGH Stock Details BGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$340K Buy
24,916
+149
+0.6% +$2.17K ﹤0.01% 1597
2025
Q4 		$372K Hold
24,767
– – ﹤0.01% 1570
2025
Q3 		$383K Hold
24,767
– – ﹤0.01% 1554
2025
Q2 		$381K Sell
24,767
-300
-1% -$4.38K ﹤0.01% 1511
2025
Q1 		$379K Sell
25,067
-166
-0.7% -$2.6K ﹤0.01% 1477
2024
Q4 		$390K Buy
25,233
+46
+0.2% +$715 ﹤0.01% 1466
2024
Q3 		$382K Hold
25,187
– – ﹤0.01% 1469
2024
Q2 		$364K Hold
25,187
– – ﹤0.01% 1497
2024
Q1 		$360K Sell
25,187
-1,434
-5% -$20.1K ﹤0.01% 1495
2023
Q4 		$358K Hold
26,621
– – ﹤0.01% 1463
2023
Q3 		$338K Buy
26,621
+4,927
+23% +$65.3K ﹤0.01% 1470
2023
Q2 		$283K Hold
21,694
– – ﹤0.01% 1521
2023
Q1 		$280K Buy
21,694
+2,000
+10% +$26.6K ﹤0.01% 1515
2022
Q4 		$250K Sell
19,694
-2,272
-10% -$29K ﹤0.01% 1518
2022
Q3 		$269K Buy
21,966
+52
+0.2% +$699 ﹤0.01% 1501
2022
Q2 		$285K Sell
21,914
-1,222
-5% -$17.5K ﹤0.01% 1574
2022
Q1 		$359K Buy
23,136
+3,339
+17% +$53.5K ﹤0.01% 1557
2021
Q4 		$343K Buy
19,797
+3,775
+24% +$64.2K ﹤0.01% 1611
2021
Q3 		$274K Buy
16,022
+1,269
+9% +$21.6K ﹤0.01% 1702
2021
Q2 		$252K Buy
+14,753
New +$244K ﹤0.01% 1616
2020
Q2 		– Sell
-55,894
Closed -$622K – 1513
2020
Q1 		$622K Buy
55,894
+4,670
+9% +$74.8K ﹤0.01% 1004
2019
Q4 		$898K Sell
51,224
-1,552
-3% -$26.4K ﹤0.01% 990
2019
Q3 		$918K Buy
52,776
+3,603
+7% +$64K ﹤0.01% 993
2019
Q2 		$869K Buy
49,173
+2,830
+6% +$51.7K ﹤0.01% 1037
2019
Q1 		$839K Buy
46,343
+7,068
+18% +$124K ﹤0.01% 910
2018
Q4 		$626K Sell
39,275
-744
-2% -$13K ﹤0.01% 916
2018
Q3 		$776K Buy
+40,019
New +$768K ﹤0.01% 916

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Baird Financial Group's BGH Position: Q1 2026 in Review

Baird Financial Group increased its Barings Global Short Duration High Yield Fund (BGH) stake by 0.6% in Q1 2026, buying an estimated $2.17K and bringing the position to 24,916 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Baird Financial Group first reported a position in BGH in Q3 2018 and has held it in 27 quarters since. The position peaked at $918K in Q3 2019. 50 funds tracked by Wall St. Rank hold BGH as of Q1 2026.

  • Baird Financial Group held 24,916 shares of Barings Global Short Duration High Yield Fund worth $340K as of Q1 2026.
  • Baird Financial Group bought 149 Barings Global Short Duration High Yield Fund shares in Q1 2026, an estimated $2.17K.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1597 holding.
  • Baird Financial Group first reported a position in Barings Global Short Duration High Yield Fund in Q3 2018 and has held it in 27 quarters since.
  • Baird Financial Group's Barings Global Short Duration High Yield Fund position peaked at $918K in Q3 2019.
  • 50 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.