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Castleview Partners’s Barings BDC BBDC Stock Holding History

Castleview Partners’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 		$115K Buy
13,466
+1,241
+10% +$10.7K 0.05% 216
2026
Q1 		$101K Sell
12,225
-1,341
-10% -$11.8K 0.05% 196
2025
Q4 		$125K Buy
13,566
+1,441
+12% +$12.8K 0.06% 191
2025
Q3 		$106K Hold
12,125
– – 0.06% 173
2025
Q2 		$111K Sell
12,125
-5,299
-30% -$47.1K 0.07% 169
2025
Q1 		$166K Sell
17,424
-2,641
-13% -$26K 0.11% 172
2024
Q4 		$194K Sell
20,065
-11,943
-37% -$117K 0.1% 189
2024
Q3 		$314K Buy
32,008
+63
+0.2% +$625 0.18% 132
2024
Q2 		$311K Sell
31,945
-3,619
-10% -$34.7K 0.18% 131
2024
Q1 		$331K Buy
35,564
+162
+0.5% +$1.48K 0.18% 125
2023
Q4 		$304K Buy
35,402
+4,080
+13% +$36.3K 0.21% 109
2023
Q3 		$279K Hold
31,322
– – 0.26% 89
2023
Q2 		$246K Sell
31,322
-14,284
-31% -$110K 0.22% 96
2023
Q1 		$362K Sell
45,606
-96
-0.2% -$806 0.32% 77
2022
Q4 		$372K Sell
45,702
-1,634
-3% -$14.1K 0.36% 67
2022
Q3 		$391K Buy
47,336
+34,259
+262% +$331K 0.37% 60
2022
Q2 		$231K Sell
13,077
-26,891
-67% -$273K 0.18% 122
2022
Q1 		$413K Buy
+39,968
New +$429K 0.26% 81

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

Castleview Partners's BBDC Position: Q2 2026 in Review

Castleview Partners increased its Barings BDC (BBDC) stake by 10% in Q2 2026, buying an estimated $10.7K and bringing the position to 13,466 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #216.

Castleview Partners first reported a position in BBDC in Q1 2022 and has held it in 18 quarters since. The position peaked at $413K in Q1 2022. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Castleview Partners held 13,466 shares of Barings BDC worth $115K as of Q2 2026.
  • Castleview Partners bought 1,241 Barings BDC shares in Q2 2026, an estimated $10.7K.
  • Barings BDC made up 0.05% of Castleview Partners's portfolio in Q2 2026, its #216 holding.
  • Castleview Partners first reported a position in Barings BDC in Q1 2022 and has held it in 18 quarters since.
  • Castleview Partners's Barings BDC position peaked at $413K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.