Arax Advisory Partners’s Barings BDC BBDC Stock Holding History

Arax Advisory Partners’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	–	Sell	-47,644	Closed	-$437K	–	3827
2025 Q4	$437K	Buy	+47,644	New	+$422K	0.01%	652

Other funds holding BBDC

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

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 New York $133B AUM 72.99% 1-Year Est. Return

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 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 New York $124B AUM 33.93% 1-Year Est. Return

Arax Advisory Partners's BBDC Position: Q1 2026 in Review

Arax Advisory Partners sold out of Barings BDC (BBDC) in Q1 2026, closing a stake of 47,644 shares — an estimated $437K sold.

Arax Advisory Partners first reported a position in BBDC in Q4 2025 and held it in 1 quarter. The position peaked at $437K in Q4 2025. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

Arax Advisory Partners reported no remaining Barings BDC position as of Q1 2026 after selling out during the quarter.
Arax Advisory Partners sold 47,644 Barings BDC shares in Q1 2026, an estimated $437K.
Arax Advisory Partners first reported a position in Barings BDC in Q4 2025 and held it in 1 quarter.
Arax Advisory Partners's Barings BDC position peaked at $437K in Q4 2025.
211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

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