CSC
BBDC icon

Caldwell Sutter Capital’s Barings BDC BBDC Stock Holding History

Caldwell Sutter Capital’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 		$16.1K Hold
1,958
– – 0.01% 508
2025
Q4 		$18K Hold
1,958
– – 0.01% 483
2025
Q3 		$17.2K Hold
1,958
– – 0.01% 493
2025
Q2 		$17.9K Hold
1,958
– – 0.01% 476
2025
Q1 		$18.7K Hold
1,958
– – 0.01% 473
2024
Q4 		$18.7K Hold
1,958
– – 0.01% 483
2024
Q3 		$19.2K Hold
1,958
– – 0.01% 485
2024
Q2 		$19.1K Hold
1,958
– – 0.01% 489
2024
Q1 		$18.2K Hold
1,958
– – 0.01% 485
2023
Q4 		$16.8K Hold
1,958
– – 0.01% 490
2023
Q3 		$17.4K Hold
1,958
– – 0.01% 462
2023
Q2 		$15.4K Hold
1,958
– – 0.01% 482
2023
Q1 		$15.5K Hold
1,958
– – 0.01% 364
2022
Q4 		$16K Buy
+1,958
New +$16.9K 0.01% 236

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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Caldwell Sutter Capital's BBDC Position: Q1 2026 in Review

Caldwell Sutter Capital held its Barings BDC (BBDC) position steady in Q1 2026 at 1,958 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #508.

Caldwell Sutter Capital first reported a position in BBDC in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.2K in Q3 2024. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Caldwell Sutter Capital held 1,958 shares of Barings BDC worth $16.1K as of Q1 2026.
  • Caldwell Sutter Capital left its Barings BDC share count unchanged in Q1 2026.
  • Barings BDC made up 0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #508 holding.
  • Caldwell Sutter Capital first reported a position in Barings BDC in Q4 2022 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Barings BDC position peaked at $19.2K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.