FFA
BGH

Founders Financial Alliance’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Founders Financial Alliance’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 		$149K Buy
10,538
+22
+0.2% +$309 0.02% 467
2026
Q1 		$144K Buy
10,516
+465
+5% +$6.76K 0.03% 424
2025
Q4 		$151K Buy
+10,051
New +$152K 0.03% 366

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

Founders Financial Alliance's BGH Position: Q2 2026 in Review

Founders Financial Alliance increased its Barings Global Short Duration High Yield Fund (BGH) stake by 0.21% in Q2 2026, buying an estimated $309 and bringing the position to 10,538 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #467.

Founders Financial Alliance first reported a position in BGH in Q4 2025 and has held it in 3 quarters since. The position peaked at $151K in Q4 2025. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • Founders Financial Alliance held 10,538 shares of Barings Global Short Duration High Yield Fund worth $149K as of Q2 2026.
  • Founders Financial Alliance bought 22 Barings Global Short Duration High Yield Fund shares in Q2 2026, an estimated $309.
  • Barings Global Short Duration High Yield Fund made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #467 holding.
  • Founders Financial Alliance first reported a position in Barings Global Short Duration High Yield Fund in Q4 2025 and has held it in 3 quarters since.
  • Founders Financial Alliance's Barings Global Short Duration High Yield Fund position peaked at $151K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.