Armis Advisers
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Armis Advisers’s Barings BDC BBDC Stock Holding History

Armis Advisers’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
Q3 		$402K Hold
46,939
– – 0.03% 323
2026
Q2 		$400K Hold
46,939
– – 0.04% 310
2026
Q1 		$404K Hold
46,939
– – 0.04% 286
2025
Q4 		$382K Buy
46,939
+11,939
+34% +$106K 0.04% 281
2025
Q3 		$315K Buy
+35,000
New +$329K 0.03% 251

Other funds holding BBDC

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
SI
Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Armis Advisers's BBDC Position: Q3 2026 in Review

Armis Advisers held its Barings BDC (BBDC) position steady in Q3 2026 at 46,939 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #323.

Armis Advisers first reported a position in BBDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $404K in Q1 2026. 43 funds tracked by Wall St. Rank hold BBDC as of Q3 2026.

  • Armis Advisers held 46,939 shares of Barings BDC worth $402K as of Q3 2026.
  • Armis Advisers left its Barings BDC share count unchanged in Q3 2026.
  • Barings BDC made up 0.03% of Armis Advisers's portfolio in Q3 2026, its #323 holding.
  • Armis Advisers first reported a position in Barings BDC in Q3 2025 and has held it in 5 quarters since.
  • Armis Advisers's Barings BDC position peaked at $404K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Barings BDC as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.