NFSG
DHF

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

Newbridge Financial Services 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
Q4 		– Sell
-10,000
Closed -$25.9K – 1257
2025
Q3 		$25.9K Hold
10,000
– – ﹤0.01% 679
2025
Q2 		$26K Buy
+10,000
New +$24.8K ﹤0.01% 649

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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Newbridge Financial Services Group's DHF Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q4 2025, closing a stake of 10,000 shares — an estimated $25.9K sold.

Newbridge Financial Services Group first reported a position in DHF in Q2 2025 and held it in 2 quarters. The position peaked at $26K in Q2 2025. 79 funds tracked by Wall St. Rank hold DHF as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining BNY Mellon High Yield Strategies Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 10,000 BNY Mellon High Yield Strategies Fund shares in Q4 2025, an estimated $25.9K.
  • Newbridge Financial Services Group first reported a position in BNY Mellon High Yield Strategies Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's BNY Mellon High Yield Strategies Fund position peaked at $26K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.