CIBC Private Wealth Group
BBDC icon

CIBC Private Wealth Group’s Barings BDC BBDC Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-2,300
Closed -$21K – 3101
2025
Q2 		$21K Hold
2,300
– – ﹤0.01% 1997
2025
Q1 		$18.1K Sell
2,300
-2,022
-47% -$19.9K ﹤0.01% 2028
2024
Q4 		$40.5K Hold
4,322
– – ﹤0.01% 1758
2024
Q3 		$42.4K Buy
4,322
+2,022
+88% +$20.1K ﹤0.01% 1831
2024
Q2 		$23.1K Hold
2,300
– – ﹤0.01% 1974
2024
Q1 		$21.2K Buy
+2,300
New +$21K ﹤0.01% 2018
2018
Q3 		– Sell
-150
Closed -$2K – 1036
2018
Q2 		$2K Hold
150
– – ﹤0.01% 1845
2018
Q1 		$2K Hold
150
– – ﹤0.01% 1783
2017
Q4 		$1K Sell
150
-118,394
-100% -$1.3M ﹤0.01% 1850
2017
Q3 		$1.69M Buy
+118,544
New +$1.79M 0.01% 527
2016
Q3 		– Sell
-12,000
Closed -$233K – 578
2016
Q2 		$233K Hold
12,000
– – ﹤0.01% 577
2016
Q1 		$247K Buy
+12,000
New +$220K ﹤0.01% 568

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group's BBDC Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Barings BDC (BBDC) in Q3 2025, closing a stake of 2,300 shares — an estimated $21K sold.

CIBC Private Wealth Group first reported a position in BBDC in Q1 2016 and held it in 12 quarters. The position peaked at $1.69M in Q3 2017. 210 funds tracked by Wall St. Rank hold BBDC as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Barings BDC position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,300 Barings BDC shares in Q3 2025, an estimated $21K.
  • CIBC Private Wealth Group first reported a position in Barings BDC in Q1 2016 and held it in 12 quarters.
  • CIBC Private Wealth Group's Barings BDC position peaked at $1.69M in Q3 2017.
  • 210 funds tracked by Wall St. Rank held Barings BDC as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.