CWM
DHF

Congress Wealth Management’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Congress Wealth Management’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$33.8K Hold
13,000
– – ﹤0.01% 1173
2025
Q1 		$33.1K Buy
+13,000
New +$33.5K ﹤0.01% 1058

Other funds holding DHF

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Congress Wealth Management's DHF Position: Q2 2025 in Review

Congress Wealth Management held its BNY Mellon High Yield Strategies Fund (DHF) position steady in Q2 2025 at 13,000 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Congress Wealth Management first reported a position in DHF in Q1 2025 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold DHF as of Q2 2025.

  • Congress Wealth Management held 13,000 shares of BNY Mellon High Yield Strategies Fund worth $33.8K as of Q2 2025.
  • Congress Wealth Management left its BNY Mellon High Yield Strategies Fund share count unchanged in Q2 2025.
  • BNY Mellon High Yield Strategies Fund made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1173 holding.
  • Congress Wealth Management first reported a position in BNY Mellon High Yield Strategies Fund in Q1 2025 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.