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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
Q2 		$160K Buy
18,746
+561
+3% +$4.82K 0.01% 376
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 $5.64B AUM 18.33% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AM
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Two Sigma Investments
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

Beaumont Financial Advisors's BBDC Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Barings BDC (BBDC) stake by 3.1% in Q2 2026, buying an estimated $4.82K and bringing the position to 18,746 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #376.

Beaumont Financial Advisors first reported a position in BBDC in Q1 2023 and has held it in 14 quarters since. The position peaked at $162K in Q4 2025. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Beaumont Financial Advisors held 18,746 shares of Barings BDC worth $160K as of Q2 2026.
  • Beaumont Financial Advisors bought 561 Barings BDC shares in Q2 2026, an estimated $4.82K.
  • Barings BDC made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #376 holding.
  • Beaumont Financial Advisors first reported a position in Barings BDC in Q1 2023 and has held it in 14 quarters since.
  • Beaumont Financial Advisors's Barings BDC position peaked at $162K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

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