BIP Wealth’s Barings BDC BBDC Stock Holding History

BIP Wealth’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	$95.9K	Buy	+11,256	New	+$96.7K	﹤0.01%	552

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

BIP Wealth's BBDC Position: Q2 2026 in Review

BIP Wealth opened a new position in Barings BDC (BBDC) in Q2 2026: 11,256 shares worth $95.9K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings.

203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

BIP Wealth held 11,256 shares of Barings BDC worth $95.9K as of Q2 2026.
Barings BDC was a new BIP Wealth position in Q2 2026.
Barings BDC made up ﹤0.01% of BIP Wealth's portfolio in Q2 2026, its #552 holding.
203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.