SC
BGH

Stephens Consulting’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Stephens Consulting’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
2025
Q4 		$19.4K Hold
1,281
– – 0.01% 201
2025
Q3 		$19.8K Buy
+1,281
New +$20.6K 0.01% 190

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Stephens Consulting's BGH Position: Q4 2025 in Review

Stephens Consulting held its Barings Global Short Duration High Yield Fund (BGH) position steady in Q4 2025 at 1,281 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #201.

Stephens Consulting first reported a position in BGH in Q3 2025 and has held it in 2 quarters since. The position peaked at $19.8K in Q3 2025. 49 funds tracked by Wall St. Rank hold BGH as of Q4 2025.

  • Stephens Consulting held 1,281 shares of Barings Global Short Duration High Yield Fund worth $19.4K as of Q4 2025.
  • Stephens Consulting left its Barings Global Short Duration High Yield Fund share count unchanged in Q4 2025.
  • Barings Global Short Duration High Yield Fund made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #201 holding.
  • Stephens Consulting first reported a position in Barings Global Short Duration High Yield Fund in Q3 2025 and has held it in 2 quarters since.
  • Stephens Consulting's Barings Global Short Duration High Yield Fund position peaked at $19.8K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.