Corient Private Wealth’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Corient Private Wealth’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	$962K	Buy	68,256 +33,821	+98%	+$476K	﹤0.01%	1844
2026 Q1	$470K	Buy	34,435 +7,350	+27%	+$107K	﹤0.01%	2063
2025 Q4	$407K	Hold	27,085	–	–	﹤0.01%	1980
2025 Q3	$419K	Hold	27,085	–	–	﹤0.01%	1912
2025 Q2	$417K	Hold	27,085	–	–	﹤0.01%	1797
2025 Q1	$410K	Hold	27,085	–	–	﹤0.01%	1693
2024 Q4	$418K	Buy	+27,085	New	+$421K	﹤0.01%	1711

Other funds holding BGH

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Corient Private Wealth's BGH Position: Q2 2026 in Review

Corient Private Wealth increased its Barings Global Short Duration High Yield Fund (BGH) stake by 98% in Q2 2026, buying an estimated $476K and bringing the position to 68,256 shares worth $962K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Corient Private Wealth first reported a position in BGH in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

Corient Private Wealth held 68,256 shares of Barings Global Short Duration High Yield Fund worth $962K as of Q2 2026.
Corient Private Wealth bought 33,821 Barings Global Short Duration High Yield Fund shares in Q2 2026, an estimated $476K.
Barings Global Short Duration High Yield Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1844 holding.
Corient Private Wealth first reported a position in Barings Global Short Duration High Yield Fund in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.