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
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 $530B AUM 22.01% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

PFG Investments's BGH Position: Q1 2026 in Review

PFG Investments increased its Barings Global Short Duration High Yield Fund (BGH) stake by 2.5% in Q1 2026, buying an estimated $39.3K and bringing the position to 108,668 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #263.

PFG Investments first reported a position in BGH in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2025. 50 funds tracked by Wall St. Rank hold BGH as of Q1 2026.

  • PFG Investments held 108,668 shares of Barings Global Short Duration High Yield Fund worth $1.48M as of Q1 2026.
  • PFG Investments bought 2,700 Barings Global Short Duration High Yield Fund shares in Q1 2026, an estimated $39.3K.
  • Barings Global Short Duration High Yield Fund made up 0.07% of PFG Investments's portfolio in Q1 2026, its #263 holding.
  • PFG Investments first reported a position in Barings Global Short Duration High Yield Fund in Q1 2024 and has held it in 3 quarters since.
  • PFG Investments's Barings Global Short Duration High Yield Fund position peaked at $1.59M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.