Avantax Advisory Services’s Barings BDC BBDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$156K Buy
17,116
+507
+3% +$4.51K ﹤0.01% 2246
2025
Q1
$158K Buy
16,609
+469
+3% +$4.63K ﹤0.01% 2126
2024
Q4
$154K Buy
16,140
+370
+2% +$3.62K ﹤0.01% 2088
2024
Q3
$155K Buy
+15,770
New +$157K ﹤0.01% 2034
2022
Q2
Sell
-21,696
Closed -$224K 1310
2022
Q1
$224K Buy
+21,696
New +$233K ﹤0.01% 1142

Other funds holding BBDC

Avantax Advisory Services's BBDC Position: Q2 2025 in Review

Avantax Advisory Services increased its Barings BDC (BBDC) stake by 3.1% in Q2 2025, buying an estimated $4.51K and bringing the position to 17,116 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Avantax Advisory Services first reported a position in BBDC in Q1 2022 and has held it in 5 quarters since. The position peaked at $224K in Q1 2022. 196 funds tracked by Wall St. Rank hold BBDC as of Q2 2025.

  • Avantax Advisory Services held 17,116 shares of Barings BDC worth $156K as of Q2 2025.
  • Avantax Advisory Services bought 507 Barings BDC shares in Q2 2025, an estimated $4.51K.
  • Barings BDC made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2246 holding.
  • Avantax Advisory Services first reported a position in Barings BDC in Q1 2022 and has held it in 5 quarters since.
  • Avantax Advisory Services's Barings BDC position peaked at $224K in Q1 2022.
  • 196 funds tracked by Wall St. Rank held Barings BDC as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.