Root Financial Partners
GHY icon

Root Financial Partners’s PGIM Global High Yield Fund GHY Stock Holding History

Root Financial Partners’s Portfolio GHY Stock Details GHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.51K Buy
+228
New +$2.64K ﹤0.01% 2531
2026
Q2 		– Sell
-247
Closed -$2.88K – 1512
2026
Q1 		$2.88K Buy
+247
New +$3.07K ﹤0.01% 2168

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Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Gradient Capital Advisors
Gradient Capital Advisors San Diego, California $433M AUM 18.32% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

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

Root Financial Partners opened a new position in PGIM Global High Yield Fund (GHY) in Q3 2026: 228 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #2531 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GHY as recently as Q1 2026.

Root Financial Partners first reported a position in GHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.88K in Q1 2026. 25 funds tracked by Wall St. Rank hold GHY as of Q3 2026.

  • Root Financial Partners held 228 shares of PGIM Global High Yield Fund worth $2.51K as of Q3 2026.
  • PGIM Global High Yield Fund was a new Root Financial Partners position in Q3 2026.
  • PGIM Global High Yield Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2531 holding.
  • Root Financial Partners first reported a position in PGIM Global High Yield Fund in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's PGIM Global High Yield Fund position peaked at $2.88K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held PGIM Global High Yield Fund as of Q3 2026.

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