Creative Planning
BBDC icon

Creative Planning’s Barings BDC BBDC Stock Holding History

Creative Planning’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 		$249K Sell
29,194
-113
-0.4% -$971 ﹤0.01% 3723
2026
Q1 		$241K Buy
29,307
+2,182
+8% +$19.1K ﹤0.01% 3599
2025
Q4 		$249K Sell
27,125
-2,250
-8% -$19.9K ﹤0.01% 3377
2025
Q3 		$257K Buy
29,375
+1,432
+5% +$13.5K ﹤0.01% 3272
2025
Q2 		$255K Buy
27,943
+260
+0.9% +$2.31K ﹤0.01% 3035
2025
Q1 		$264K Sell
27,683
-9,072
-25% -$89.5K ﹤0.01% 2861
2024
Q4 		$352K Sell
36,755
-2,797
-7% -$27.3K ﹤0.01% 2536
2024
Q3 		$388K Buy
39,552
+2,432
+7% +$24.1K ﹤0.01% 2317
2024
Q2 		$361K Sell
37,120
-505
-1% -$4.84K ﹤0.01% 2205
2024
Q1 		$350K Buy
37,625
+4,207
+13% +$38.4K ﹤0.01% 2118
2023
Q4 		$287K Sell
33,418
-23,193
-41% -$206K ﹤0.01% 2116
2023
Q3 		$504K Buy
56,611
+28,765
+103% +$248K ﹤0.01% 1567
2023
Q2 		$218K Sell
27,846
-28,570
-51% -$219K ﹤0.01% 2151
2023
Q1 		$448K Buy
56,416
+37,734
+202% +$317K ﹤0.01% 1534
2022
Q4 		$152K Sell
18,682
-2,336
-11% -$20.2K ﹤0.01% 2074
2022
Q3 		$174K Buy
+21,018
New +$203K ﹤0.01% 1945
2022
Q2 		– Sell
-15,647
Closed -$162K – 2296
2022
Q1 		$162K Buy
+15,647
New +$168K ﹤0.01% 1926
2018
Q1 		– Sell
-11,381
Closed -$108K – 2046
2017
Q4 		$108K Buy
+11,381
New +$125K ﹤0.01% 1721
2017
Q3 		– Sell
-18,089
Closed -$319K – 2049
2017
Q2 		$319K Buy
18,089
+3,945
+28% +$71.7K ﹤0.01% 1256
2017
Q1 		$270K Sell
14,144
-5,291
-27% -$101K ﹤0.01% 1322
2016
Q4 		$357K Buy
19,435
+10,197
+110% +$191K ﹤0.01% 1102
2016
Q3 		$182K Buy
9,238
+2,663
+41% +$52.6K ﹤0.01% 1452
2016
Q2 		$127K Buy
6,575
+523
+9% +$10.1K ﹤0.01% 1521
2016
Q1 		$125K Sell
6,052
-1,575
-21% -$28.9K ﹤0.01% 1495
2015
Q4 		$146K Sell
7,627
-173
-2% -$3.26K ﹤0.01% 1405
2015
Q3 		$129K Buy
+7,800
New +$158K ﹤0.01% 1434
2015
Q2 		– Sell
-8,621
Closed -$197K – 1264
2015
Q1 		$197K Buy
8,621
+1,722
+25% +$38.4K ﹤0.01% 1194
2014
Q4 		$140K Sell
6,899
-4,175
-38% -$94.6K ﹤0.01% 1353
2014
Q3 		$280K Buy
11,074
+3,375
+44% +$91.5K ﹤0.01% 896
2014
Q2 		$218K Sell
7,699
-500
-6% -$13.1K ﹤0.01% 982
2014
Q1 		$212K Buy
8,199
+927
+13% +$25.3K ﹤0.01% 968
2013
Q4 		$201K Buy
7,272
+100
+1% +$2.9K ﹤0.01% 858
2013
Q3 		$211K Sell
7,172
-967
-12% -$28.2K ﹤0.01% 738
2013
Q2 		$224K Buy
+8,139
New +$227K 0.01% 645

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

Creative Planning's BBDC Position: Q2 2026 in Review

Creative Planning reduced its Barings BDC (BBDC) stake by 0.39% in Q2 2026, selling an estimated $971 and leaving 29,194 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #3723.

Creative Planning first reported a position in BBDC in Q2 2013 and has held it in 34 quarters since. The position peaked at $504K in Q3 2023. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Creative Planning held 29,194 shares of Barings BDC worth $249K as of Q2 2026.
  • Creative Planning sold 113 Barings BDC shares in Q2 2026, an estimated $971.
  • Barings BDC made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3723 holding.
  • Creative Planning first reported a position in Barings BDC in Q2 2013 and has held it in 34 quarters since.
  • Creative Planning's Barings BDC position peaked at $504K in Q3 2023.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.