Larson Financial Group’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Larson Financial Group’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 Q3	–	Sell	-3,021	Closed	-$7.81K	–	3500
2025 Q2	$7.86K	Buy	+3,021	New	+$7.48K	﹤0.01%	1919
2023 Q4	–	Sell	-4,250	Closed	-$9.1K	–	1824
2023 Q3	$9.1K	Hold	4,250	–	–	﹤0.01%	1026
2023 Q2	$9.44K	Hold	4,250	–	–	﹤0.01%	951
2023 Q1	$9.22K	Hold	4,250	–	–	﹤0.01%	946
2022 Q4	$9.18K	Buy	4,250 +2,000	+89%	+$4.43K	﹤0.01%	885
2022 Q3	$5K	Hold	2,250	–	–	﹤0.01%	949
2022 Q2	$5K	Hold	2,250	–	–	﹤0.01%	868
2022 Q1	$6K	Hold	2,250	–	–	﹤0.01%	758
2021 Q4	$7K	Buy	+2,250	New	+$7.23K	﹤0.01%	753

Other funds holding DHF

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Larson Financial Group's DHF Position: Q3 2025 in Review

Larson Financial Group sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q3 2025, closing a stake of 3,021 shares — an estimated $7.81K sold.

Larson Financial Group first reported a position in DHF in Q4 2021 and held it in 9 quarters. The position peaked at $9.44K in Q2 2023. 70 funds tracked by Wall St. Rank hold DHF as of Q3 2025.

Larson Financial Group reported no remaining BNY Mellon High Yield Strategies Fund position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 3,021 BNY Mellon High Yield Strategies Fund shares in Q3 2025, an estimated $7.81K.
Larson Financial Group first reported a position in BNY Mellon High Yield Strategies Fund in Q4 2021 and held it in 9 quarters.
Larson Financial Group's BNY Mellon High Yield Strategies Fund position peaked at $9.44K in Q2 2023.
70 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.