Root Financial Partners
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Root Financial Partners’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Root Financial Partners’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
2026
Q3 		$167 Buy
+75
New +$176 ﹤0.01% 3553
2026
Q2 		– Sell
-132
Closed -$322 – 1118
2026
Q1 		$322 Buy
+132
New +$327 ﹤0.01% 3009

Other funds holding DHF

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

Root Financial Partners's DHF Position: Q3 2026 in Review

Root Financial Partners opened a new position in BNY Mellon High Yield Strategies Fund (DHF) in Q3 2026: 75 shares worth $167. The stake represents ﹤0.01% of the portfolio and ranks #3553 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DHF as recently as Q1 2026.

Root Financial Partners first reported a position in DHF in Q1 2026 and has held it in 2 quarters since. The position peaked at $322 in Q1 2026. 45 funds tracked by Wall St. Rank hold DHF as of Q3 2026.

  • Root Financial Partners held 75 shares of BNY Mellon High Yield Strategies Fund worth $167 as of Q3 2026.
  • BNY Mellon High Yield Strategies Fund was a new Root Financial Partners position in Q3 2026.
  • BNY Mellon High Yield Strategies Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3553 holding.
  • Root Financial Partners first reported a position in BNY Mellon High Yield Strategies Fund in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's BNY Mellon High Yield Strategies Fund position peaked at $322 in Q1 2026.
  • 45 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.