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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
Q2 		$5.37K Hold
630
– – ﹤0.01% 867
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 $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

Crewe Advisors's BBDC Position: Q2 2026 in Review

Crewe Advisors held its Barings BDC (BBDC) position steady in Q2 2026 at 630 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Crewe Advisors first reported a position in BBDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $147K in Q1 2024. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Crewe Advisors held 630 shares of Barings BDC worth $5.37K as of Q2 2026.
  • Crewe Advisors left its Barings BDC share count unchanged in Q2 2026.
  • Barings BDC made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #867 holding.
  • Crewe Advisors first reported a position in Barings BDC in Q1 2024 and has held it in 10 quarters since.
  • Crewe Advisors's Barings BDC position peaked at $147K in Q1 2024.
  • 202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.