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Cedar Cove Wealth Partners’s Barings BDC BBDC Stock Holding History

Cedar Cove Wealth 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 		$1.86M Buy
218,811
+16,757
+8% +$144K 0.88% 27
2026
Q1 		$1.66M Buy
202,054
+8,642
+4% +$75.8K 0.87% 31
2025
Q4 		$1.78M Buy
+193,412
New +$1.71M 0.93% 26

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

Cedar Cove Wealth Partners's BBDC Position: Q2 2026 in Review

Cedar Cove Wealth Partners increased its Barings BDC (BBDC) stake by 8.3% in Q2 2026, buying an estimated $144K and bringing the position to 218,811 shares worth $1.86M. The position accounts for 0.88% of the portfolio, ranked #27.

Cedar Cove Wealth Partners first reported a position in BBDC in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Cedar Cove Wealth Partners held 218,811 shares of Barings BDC worth $1.86M as of Q2 2026.
  • Cedar Cove Wealth Partners bought 16,757 Barings BDC shares in Q2 2026, an estimated $144K.
  • Barings BDC made up 0.88% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Cedar Cove Wealth Partners first reported a position in Barings BDC in Q4 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.