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Crewe Advisors’s Barings BDC BBDC Stock Holding History

Crewe Advisors’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 		$5.18K Hold
630
– – ﹤0.01% 771
2025
Q4 		$5.78K Hold
630
– – ﹤0.01% 707
2025
Q3 		$5.52K Hold
630
– – ﹤0.01% 720
2025
Q2 		$5.76K Hold
630
– – ﹤0.01% 521
2025
Q1 		$6.01K Hold
630
– – ﹤0.01% 463
2024
Q4 		$6.03K Hold
630
– – ﹤0.01% 465
2024
Q3 		$6.17K Sell
630
-3,801
-86% -$37.7K ﹤0.01% 546
2024
Q2 		$43.1K Sell
4,431
-11,406
-72% -$109K ﹤0.01% 393
2024
Q1 		$147K Buy
+15,837
New +$145K 0.02% 216

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

Crewe Advisors's BBDC Position: Q1 2026 in Review

Crewe Advisors held its Barings BDC (BBDC) position steady in Q1 2026 at 630 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Crewe Advisors first reported a position in BBDC in Q1 2024 and has held it in 9 quarters since. The position peaked at $147K in Q1 2024. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Crewe Advisors held 630 shares of Barings BDC worth $5.18K as of Q1 2026.
  • Crewe Advisors left its Barings BDC share count unchanged in Q1 2026.
  • Barings BDC made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #771 holding.
  • Crewe Advisors first reported a position in Barings BDC in Q1 2024 and has held it in 9 quarters since.
  • Crewe Advisors's Barings BDC position peaked at $147K in Q1 2024.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.