Cetera Investment Advisers
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Cetera Investment Advisers’s Barings BDC BBDC Stock Holding History

Cetera Investment Advisers’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 		$623K Sell
75,754
-4,877
-6% -$42.8K ﹤0.01% 3309
2025
Q4 		$740K Sell
80,631
-7,246
-8% -$64.2K ﹤0.01% 3096
2025
Q3 		$770K Buy
87,877
+5,706
+7% +$53.7K ﹤0.01% 3015
2025
Q2 		$751K Buy
82,171
+6,681
+9% +$59.4K ﹤0.01% 2643
2025
Q1 		$720K Buy
75,490
+651
+0.9% +$6.42K ﹤0.01% 2538
2024
Q4 		$716K Buy
74,839
+993
+1% +$9.71K ﹤0.01% 2398
2024
Q3 		$724K Buy
73,846
+1,277
+2% +$12.7K ﹤0.01% 2353
2024
Q2 		$706K Buy
72,569
+3,923
+6% +$37.6K ﹤0.01% 2328
2024
Q1 		$638K Buy
68,646
+47,918
+231% +$437K ﹤0.01% 2424
2023
Q4 		$178K Sell
20,728
-1,242
-6% -$11.1K ﹤0.01% 2068
2023
Q3 		$196K Buy
21,970
+5,909
+37% +$50.9K ﹤0.01% 1987
2023
Q2 		$126K Sell
16,061
-3,896
-20% -$29.9K ﹤0.01% 2069
2023
Q1 		$158K Sell
19,957
-1,226
-6% -$10.3K ﹤0.01% 1998
2022
Q4 		$173K Sell
21,183
-5,427
-20% -$47K ﹤0.01% 1929
2022
Q3 		$220K Sell
26,610
-369
-1% -$3.56K ﹤0.01% 1446
2022
Q2 		$251K Buy
26,979
+154
+0.6% +$1.56K ﹤0.01% 1540
2022
Q1 		$277K Buy
+26,825
New +$288K ﹤0.01% 1522

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

Cetera Investment Advisers's BBDC Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Barings BDC (BBDC) stake by 6% in Q1 2026, selling an estimated $42.8K and leaving 75,754 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Cetera Investment Advisers first reported a position in BBDC in Q1 2022 and has held it in 17 quarters since. The position peaked at $770K in Q3 2025. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Cetera Investment Advisers held 75,754 shares of Barings BDC worth $623K as of Q1 2026.
  • Cetera Investment Advisers sold 4,877 Barings BDC shares in Q1 2026, an estimated $42.8K.
  • Barings BDC made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3309 holding.
  • Cetera Investment Advisers first reported a position in Barings BDC in Q1 2022 and has held it in 17 quarters since.
  • Cetera Investment Advisers's Barings BDC position peaked at $770K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.