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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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Armis Advisers's BBDC Position: Q2 2026 in Review

Armis Advisers held its Barings BDC (BBDC) position steady in Q2 2026 at 46,939 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #310.

Armis Advisers first reported a position in BBDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $404K in Q1 2026. 16 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Armis Advisers held 46,939 shares of Barings BDC worth $400K as of Q2 2026.
  • Armis Advisers left its Barings BDC share count unchanged in Q2 2026.
  • Barings BDC made up 0.04% of Armis Advisers's portfolio in Q2 2026, its #310 holding.
  • Armis Advisers first reported a position in Barings BDC in Q3 2025 and has held it in 4 quarters since.
  • Armis Advisers's Barings BDC position peaked at $404K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.