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AmeriFlex Group’s Barings BDC BBDC Stock Holding History

AmeriFlex Group’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 		$40.6K Sell
4,771
-3,440
-42% -$29.5K 0.02% 546
2026
Q1 		$67.6K Hold
8,211
– – 0.03% 365
2025
Q4 		$75.4K Buy
8,211
+29
+0.4% +$257 0.04% 340
2025
Q3 		$71.7K Buy
8,182
+4,091
+100% +$38.5K 0.03% 395
2025
Q2 		$37.5K Sell
4,091
-4,120
-50% -$36.6K 0.02% 437
2025
Q1 		$78.3K Buy
8,211
+293
+4% +$2.89K 0.03% 379
2024
Q4 		$80.1K Buy
+7,918
New +$77.4K 0.04% 344

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

AmeriFlex Group's BBDC Position: Q2 2026 in Review

AmeriFlex Group reduced its Barings BDC (BBDC) stake by 42% in Q2 2026, selling an estimated $29.5K and leaving 4,771 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #546.

AmeriFlex Group first reported a position in BBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.1K in Q4 2024. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • AmeriFlex Group held 4,771 shares of Barings BDC worth $40.6K as of Q2 2026.
  • AmeriFlex Group sold 3,440 Barings BDC shares in Q2 2026, an estimated $29.5K.
  • Barings BDC made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #546 holding.
  • AmeriFlex Group first reported a position in Barings BDC in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Barings BDC position peaked at $80.1K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.