Coppell Advisory Solutions’s Barings BDC BBDC Stock Holding History

Coppell Advisory Solutions’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	$240K	Buy	+3,292	New	+$28.3K	0.02%	406
2025 Q1	–	Sell	-3,668	Closed	-$35K	–	468
2024 Q4	$35K	Sell	3,668 -1,468	-29%	-$14.3K	﹤0.01%	699
2024 Q3	$50.6K	Sell	5,136 -97	-2%	-$963	0.01%	546
2024 Q2	$50.9K	Buy	+5,233	New	+$50.1K	0.01%	495
2023 Q4	$38.5K	Buy	+4,484	New	+$39.9K	0.01%	558
2023 Q3	–	Sell	-993	Closed	-$7.82K	–	1233
2023 Q2	$7.82K	Buy	+993	New	+$7.62K	﹤0.01%	750

Other funds holding BBDC

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

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 New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Coppell Advisory Solutions's BBDC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Barings BDC (BBDC) in Q2 2026: 3,292 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #406 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in BBDC as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in BBDC in Q2 2023 and has held it in 6 quarters since. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

Coppell Advisory Solutions held 3,292 shares of Barings BDC worth $240K as of Q2 2026.
Barings BDC was a new Coppell Advisory Solutions position in Q2 2026.
Barings BDC made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #406 holding.
Coppell Advisory Solutions first reported a position in Barings BDC in Q2 2023 and has held it in 6 quarters since.
202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.