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Advyzon Investment Management’s Barings BDC BBDC Stock Holding History

Advyzon Investment Management’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$190K Buy
23,066
+6,237
+37% +$54.7K 0.02% 670
2025
Q4 		$154K Buy
16,829
+2,574
+18% +$22.8K 0.02% 566
2025
Q3 		$125K Buy
14,255
+496
+4% +$4.67K 0.02% 475
2025
Q2 		$126K Buy
+13,759
New +$122K 0.03% 380

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advyzon Investment Management's BBDC Position: Q1 2026 in Review

Advyzon Investment Management increased its Barings BDC (BBDC) stake by 37% in Q1 2026, buying an estimated $54.7K and bringing the position to 23,066 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #670.

Advyzon Investment Management first reported a position in BBDC in Q2 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Advyzon Investment Management held 23,066 shares of Barings BDC worth $190K as of Q1 2026.
  • Advyzon Investment Management bought 6,237 Barings BDC shares in Q1 2026, an estimated $54.7K.
  • Barings BDC made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #670 holding.
  • Advyzon Investment Management first reported a position in Barings BDC in Q2 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.