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Caliber Wealth Management (Kansas)’s Barings BDC BBDC Stock Holding History

Caliber Wealth Management (Kansas)’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 		$602K Sell
70,685
-9,965
-12% -$85.6K 0.06% 174
2026
Q1 		$664K Sell
80,650
-41,103
-34% -$360K 0.07% 157
2025
Q4 		$1.12M Sell
121,753
-31,986
-21% -$283K 0.12% 126
2025
Q3 		$1.35M Sell
153,739
-56,853
-27% -$535K 0.15% 121
2025
Q2 		$1.92M Sell
210,592
-30,534
-13% -$271K 0.21% 96
2025
Q1 		$2.3M Buy
+241,126
New +$2.38M 0.31% 83

Other funds holding BBDC

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BBDC Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Barings BDC (BBDC) stake by 12% in Q2 2026, selling an estimated $85.6K and leaving 70,685 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #174.

Caliber Wealth Management (Kansas) first reported a position in BBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.3M in Q1 2025. 57 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 70,685 shares of Barings BDC worth $602K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 9,965 Barings BDC shares in Q2 2026, an estimated $85.6K.
  • Barings BDC made up 0.06% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #174 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Barings BDC in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Barings BDC position peaked at $2.3M in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.