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BFA
Beaumont Financial Advisors’s
Barings BDC
BBDC
Stock Holding History
Beaumont Financial 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
Q1
$150K
Buy
18,185
+557
+3%
+$4.88K
0.01%
361
2025
Q4
$162K
Buy
17,628
+495
+3%
+$4.38K
0.01%
365
2025
Q3
$150K
Buy
17,133
+545
+3%
+$5.13K
0.01%
391
2025
Q2
$152K
Buy
16,588
+544
+3%
+$4.83K
0.01%
374
2025
Q1
$153K
Buy
16,044
+504
+3%
+$4.97K
0.01%
362
2024
Q4
$149K
Buy
15,540
+398
+3%
+$3.89K
0.01%
366
2024
Q3
$148K
Buy
15,142
+392
+3%
+$3.89K
0.01%
343
2024
Q2
$144K
Buy
14,750
+379
+3%
+$3.63K
0.01%
358
2024
Q1
$134K
Buy
14,371
+382
+3%
+$3.49K
0.01%
354
2023
Q4
$120K
Buy
13,989
+402
+3%
+$3.58K
0.01%
336
2023
Q3
$121K
Buy
13,587
+383
+3%
+$3.3K
0.01%
316
2023
Q2
$104K
Buy
13,204
+404
+3%
+$3.1K
0.01%
334
2023
Q1
$102K
Buy
+12,800
New
+$107K
0.01%
306
Other funds holding BBDC
B
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
AM
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
$564B AUM
30.12%
1-Year Est. Return
DCP
Diameter Capital Partners
New York
$522M 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
$712M AUM
18.57%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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