Cerity Partners
BBDC icon

Cerity Partners’s Barings BDC BBDC Stock Holding History

Cerity 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 		$187K Sell
21,919
-2,864
-12% -$24.6K ﹤0.01% 3068
2026
Q1 		$204K Buy
24,783
+12,366
+100% +$108K ﹤0.01% 2870
2025
Q4 		$114K Buy
+12,417
New +$110K ﹤0.01% 2726

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

Cerity Partners's BBDC Position: Q2 2026 in Review

Cerity Partners reduced its Barings BDC (BBDC) stake by 12% in Q2 2026, selling an estimated $24.6K and leaving 21,919 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

Cerity Partners first reported a position in BBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $204K in Q1 2026. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Cerity Partners held 21,919 shares of Barings BDC worth $187K as of Q2 2026.
  • Cerity Partners sold 2,864 Barings BDC shares in Q2 2026, an estimated $24.6K.
  • Barings BDC made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3068 holding.
  • Cerity Partners first reported a position in Barings BDC in Q4 2025 and has held it in 3 quarters since.
  • Cerity Partners's Barings BDC position peaked at $204K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.