Root Financial Partners’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Root Financial Partners’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 Q1	$304	Buy	+19	New	+$312	﹤0.01%	3030

Other funds holding SDHY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Root Financial Partners's SDHY Position: Q1 2026 in Review

Root Financial Partners opened a new position in PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q1 2026: 19 shares worth $304. The stake represents ﹤0.01% of the portfolio and ranks #3030 among its holdings.

58 funds tracked by Wall St. Rank hold SDHY as of Q1 2026.

Root Financial Partners held 19 shares of PGIM Short Duration High Yield Opportunities Fund worth $304 as of Q1 2026.
PGIM Short Duration High Yield Opportunities Fund was a new Root Financial Partners position in Q1 2026.
PGIM Short Duration High Yield Opportunities Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3030 holding.
58 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.