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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
Q2 		$192K Sell
22,543
-523
-2% -$4.49K 0.01% 742
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 $5.64B AUM 18.33% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Advyzon Investment Management's BBDC Position: Q2 2026 in Review

Advyzon Investment Management reduced its Barings BDC (BBDC) stake by 2.3% in Q2 2026, selling an estimated $4.49K and leaving 22,543 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #742.

Advyzon Investment Management first reported a position in BBDC in Q2 2025 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Advyzon Investment Management held 22,543 shares of Barings BDC worth $192K as of Q2 2026.
  • Advyzon Investment Management sold 523 Barings BDC shares in Q2 2026, an estimated $4.49K.
  • Barings BDC made up 0.01% of Advyzon Investment Management's portfolio in Q2 2026, its #742 holding.
  • Advyzon Investment Management first reported a position in Barings BDC in Q2 2025 and has held it in 5 quarters since.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.