PI
BGH

PFG Investments’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

PFG Investments’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 		$1.52M Sell
108,068
-600
-0.6% -$8.44K 0.06% 288
2026
Q1 		$1.48M Buy
108,668
+2,700
+3% +$39.3K 0.07% 263
2025
Q4 		$1.59M Buy
+105,968
New +$1.6M 0.07% 235
2024
Q2 		– Sell
-70,912
Closed -$1.01M – 951
2024
Q1 		$1.01M Buy
+70,912
New +$994K 0.06% 333

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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

PFG Investments's BGH Position: Q2 2026 in Review

PFG Investments reduced its Barings Global Short Duration High Yield Fund (BGH) stake by 0.55% in Q2 2026, selling an estimated $8.44K and leaving 108,068 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #288.

PFG Investments first reported a position in BGH in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.59M in Q4 2025. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • PFG Investments held 108,068 shares of Barings Global Short Duration High Yield Fund worth $1.52M as of Q2 2026.
  • PFG Investments sold 600 Barings Global Short Duration High Yield Fund shares in Q2 2026, an estimated $8.44K.
  • Barings Global Short Duration High Yield Fund made up 0.06% of PFG Investments's portfolio in Q2 2026, its #288 holding.
  • PFG Investments first reported a position in Barings Global Short Duration High Yield Fund in Q1 2024 and has held it in 4 quarters since.
  • PFG Investments's Barings Global Short Duration High Yield Fund position peaked at $1.59M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.