SPIA
SDHY

Steward Partners Investment Advisory’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Steward Partners Investment Advisory’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 		$396K Buy
24,717
+100
+0.4% +$1.64K ﹤0.01% 1641
2025
Q4 		$405K Buy
24,617
+550
+2% +$9.08K ﹤0.01% 1540
2025
Q3 		$402K Buy
24,067
+500
+2% +$8.41K ﹤0.01% 1495
2025
Q2 		$397K Sell
23,567
-5,573
-19% -$89.9K ﹤0.01% 1409
2025
Q1 		$480K Sell
29,140
-2,250
-7% -$37.1K ﹤0.01% 1239
2024
Q4 		$506K Buy
31,390
+3,328
+12% +$55K ﹤0.01% 1154
2024
Q3 		$469K Buy
28,062
+1,038
+4% +$16.5K ﹤0.01% 1136
2024
Q2 		$414K Buy
27,024
+8,362
+45% +$127K ﹤0.01% 1139
2024
Q1 		$287K Buy
18,662
+1,025
+6% +$15.6K ﹤0.01% 1278
2023
Q4 		$265K Buy
17,637
+8,900
+102% +$129K ﹤0.01% 1261
2023
Q3 		$127K Sell
8,737
-200
-2% -$3.01K ﹤0.01% 1468
2023
Q2 		$133K Sell
8,937
-158
-2% -$2.34K ﹤0.01% 1448
2023
Q1 		$135K Sell
9,095
-2,506
-22% -$38.3K ﹤0.01% 1461
2022
Q4 		$170K Sell
11,601
-2,497
-18% -$36.9K ﹤0.01% 1312
2022
Q3 		$203K Buy
14,098
+5,392
+62% +$82.4K ﹤0.01% 1197
2022
Q2 		$130K Sell
8,706
-10,341
-54% -$164K ﹤0.01% 1386
2022
Q1 		$319K Buy
19,047
+4,135
+28% +$71.9K ﹤0.01% 1103
2021
Q4 		$275K Sell
14,912
-1,521
-9% -$28.2K ﹤0.01% 1178
2021
Q3 		$308K Buy
+16,433
New +$314K 0.01% 1101

Other funds holding SDHY

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
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

Steward Partners Investment Advisory's SDHY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 0.41% in Q1 2026, buying an estimated $1.64K and bringing the position to 24,717 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Steward Partners Investment Advisory first reported a position in SDHY in Q3 2021 and has held it in 19 quarters since. The position peaked at $506K in Q4 2024. 58 funds tracked by Wall St. Rank hold SDHY as of Q1 2026.

  • Steward Partners Investment Advisory held 24,717 shares of PGIM Short Duration High Yield Opportunities Fund worth $396K as of Q1 2026.
  • Steward Partners Investment Advisory bought 100 PGIM Short Duration High Yield Opportunities Fund shares in Q1 2026, an estimated $1.64K.
  • PGIM Short Duration High Yield Opportunities Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1641 holding.
  • Steward Partners Investment Advisory first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q3 2021 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's PGIM Short Duration High Yield Opportunities Fund position peaked at $506K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.