MCM
BGH

MAI Capital Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

MAI Capital Management’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 		– Sell
-57
Closed -$779 – 2365
2026
Q1 		$779 Hold
57
– – ﹤0.01% 4267
2025
Q4 		$856 Sell
57
-512
-90% -$7.74K ﹤0.01% 3682
2025
Q3 		$8.8K Hold
569
– – ﹤0.01% 2796
2025
Q2 		$8.76K Hold
569
– – ﹤0.01% 2802
2025
Q1 		$8.6K Hold
569
– – ﹤0.01% 2547
2024
Q4 		$8.79K Buy
+569
New +$8.84K ﹤0.01% 2564

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

MAI Capital Management's BGH Position: Q2 2026 in Review

MAI Capital Management sold out of Barings Global Short Duration High Yield Fund (BGH) in Q2 2026, closing a stake of 57 shares — an estimated $779 sold.

MAI Capital Management first reported a position in BGH in Q4 2024 and held it in 6 quarters. The position peaked at $8.8K in Q3 2025. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • MAI Capital Management reported no remaining Barings Global Short Duration High Yield Fund position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 57 Barings Global Short Duration High Yield Fund shares in Q2 2026, an estimated $779.
  • MAI Capital Management first reported a position in Barings Global Short Duration High Yield Fund in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Barings Global Short Duration High Yield Fund position peaked at $8.8K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.