CSC
BGH

Caldwell Sutter Capital’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Caldwell Sutter Capital’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
Q2 		$231K Hold
16,400
– – 0.09% 204
2026
Q1 		$224K Hold
16,400
– – 0.09% 201
2025
Q4 		$246K Sell
16,400
-914
-5% -$13.8K 0.1% 186
2025
Q3 		$268K Buy
17,314
+914
+6% +$14.7K 0.11% 169
2025
Q2 		$253K Hold
16,400
– – 0.12% 170
2025
Q1 		$248K Hold
16,400
– – 0.12% 171
2024
Q4 		$253K Hold
16,400
– – 0.12% 171
2024
Q3 		$249K Hold
16,400
– – 0.12% 175
2024
Q2 		$237K Hold
16,400
– – 0.12% 174
2024
Q1 		$235K Hold
16,400
– – 0.11% 176
2023
Q4 		$220K Sell
16,400
-2,100
-11% -$26.9K 0.11% 176
2023
Q3 		$235K Hold
18,500
– – 0.13% 156
2023
Q2 		$241K Hold
18,500
– – 0.13% 157
2023
Q1 		$239K Hold
18,500
– – 0.17% 107
2022
Q4 		$235K Buy
+18,500
New +$236K 0.21% 92

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Caldwell Sutter Capital's BGH Position: Q2 2026 in Review

Caldwell Sutter Capital held its Barings Global Short Duration High Yield Fund (BGH) position steady in Q2 2026 at 16,400 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #204.

Caldwell Sutter Capital first reported a position in BGH in Q4 2022 and has held it in 15 quarters since. The position peaked at $268K in Q3 2025. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • Caldwell Sutter Capital held 16,400 shares of Barings Global Short Duration High Yield Fund worth $231K as of Q2 2026.
  • Caldwell Sutter Capital left its Barings Global Short Duration High Yield Fund share count unchanged in Q2 2026.
  • Barings Global Short Duration High Yield Fund made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #204 holding.
  • Caldwell Sutter Capital first reported a position in Barings Global Short Duration High Yield Fund in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Barings Global Short Duration High Yield Fund position peaked at $268K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.