Pathstone Holdings
SDHY

Pathstone Holdings’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Pathstone Holdings’s Portfolio SDHY Stock Details SDHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.03M Sell
489,956
-28,971
-6% -$465K 0.02% 485
2026
Q1 		$8.31M Sell
518,927
-306,717
-37% -$5.04M 0.03% 400
2025
Q4 		$13.6M Sell
825,644
-388,327
-32% -$6.41M 0.05% 248
2025
Q3 		$20.3M Sell
1,213,971
-311,818
-20% -$5.24M 0.08% 177
2025
Q2 		$25.7M Sell
1,525,789
-288,493
-16% -$4.65M 0.1% 128
2025
Q1 		$30.1M Buy
1,814,282
+47,156
+3% +$778K 0.13% 118
2024
Q4 		$28.5M Buy
1,767,126
+197,708
+13% +$3.27M 0.13% 111
2024
Q3 		$26.2M Buy
1,569,418
+276,057
+21% +$4.38M 0.12% 128
2024
Q2 		$19.8M Buy
1,293,361
+177,916
+16% +$2.7M 0.09% 154
2024
Q1 		$17.2M Buy
1,115,445
+47,049
+4% +$716K 0.08% 177
2023
Q4 		$16M Buy
+1,068,396
New +$15.5M 0.09% 172

Other funds holding SDHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pathstone Holdings's SDHY Position: Q2 2026 in Review

Pathstone Holdings reduced its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 5.6% in Q2 2026, selling an estimated $465K and leaving 489,956 shares worth $8.03M. The position accounts for 0.02% of the portfolio, ranked #485.

Pathstone Holdings first reported a position in SDHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.1M in Q1 2025. 58 funds tracked by Wall St. Rank hold SDHY as of Q2 2026.

  • Pathstone Holdings held 489,956 shares of PGIM Short Duration High Yield Opportunities Fund worth $8.03M as of Q2 2026.
  • Pathstone Holdings sold 28,971 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2026, an estimated $465K.
  • PGIM Short Duration High Yield Opportunities Fund made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #485 holding.
  • Pathstone Holdings first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's PGIM Short Duration High Yield Opportunities Fund position peaked at $30.1M in Q1 2025.
  • 58 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.