Armor Investment Advisors’s Barings BDC BBDC Stock Holding History

Armor Investment Advisors’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	$156K	Hold	18,300	–	–	0.05%	103
2026 Q1	$151K	Hold	18,300	–	–	0.05%	110
2025 Q4	$168K	Sell	18,300 -1,500	-8%	-$13.3K	0.06%	99
2025 Q3	$173K	Buy	19,800 +1,000	+5%	+$9.41K	0.06%	106
2025 Q2	$172K	Buy	18,800 +2,500	+15%	+$22.2K	0.06%	104
2025 Q1	$156K	Buy	16,300 +1,700	+12%	+$16.8K	0.06%	105
2024 Q4	$140K	Hold	14,600	–	–	0.06%	102
2024 Q3	$143K	Buy	+14,600	New	+$145K	0.06%	107
2018 Q4	–	Sell	-82,014	Closed	-$821K	–	134
2018 Q3	$821K	Sell	82,014 -48,096	-37%	-$528K	0.73%	45
2018 Q2	$1.5M	Sell	130,110 -7,880	-6%	-$90.3K	1.34%	24
2018 Q1	$1.54M	Sell	137,990 -6,500	-4%	-$70.6K	1.4%	23
2017 Q4	$1.37M	Sell	144,490 -18,512	-11%	-$203K	1.24%	26
2017 Q3	$2.33M	Buy	163,002 +10,510	+7%	+$158K	2.21%	10
2017 Q2	$2.69M	Buy	152,492 +4,800	+3%	+$87.3K	2.67%	6
2017 Q1	$2.82M	Buy	147,692 +9,555	+7%	+$183K	2.81%	6
2016 Q4	$2.53M	Buy	+138,137	New	+$2.59M	2.62%	7

Other funds holding BBDC

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

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 New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Armor Investment Advisors's BBDC Position: Q2 2026 in Review

Armor Investment Advisors held its Barings BDC (BBDC) position steady in Q2 2026 at 18,300 shares worth $156K. The position accounts for 0.05% of the portfolio, ranked #103.

Armor Investment Advisors first reported a position in BBDC in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.82M in Q1 2017. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

Armor Investment Advisors held 18,300 shares of Barings BDC worth $156K as of Q2 2026.
Armor Investment Advisors left its Barings BDC share count unchanged in Q2 2026.
Barings BDC made up 0.05% of Armor Investment Advisors's portfolio in Q2 2026, its #103 holding.
Armor Investment Advisors first reported a position in Barings BDC in Q4 2016 and has held it in 16 quarters since.
Armor Investment Advisors's Barings BDC position peaked at $2.82M in Q1 2017.
202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Armor Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.