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CWA Asset Management Group’s Barings BDC BBDC Stock Holding History

CWA Asset Management 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
Q4 		– Sell
-10,854
Closed -$95.1K – 657
2025
Q3 		$95.1K Buy
+10,854
New +$102K ﹤0.01% 650

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 $1.52B AUM 12.97% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CWA Asset Management Group's BBDC Position: Q4 2025 in Review

CWA Asset Management Group sold out of Barings BDC (BBDC) in Q4 2025, closing a stake of 10,854 shares — an estimated $95.1K sold.

CWA Asset Management Group first reported a position in BBDC in Q3 2025 and held it in 1 quarter. The position peaked at $95.1K in Q3 2025. 218 funds tracked by Wall St. Rank hold BBDC as of Q4 2025.

  • CWA Asset Management Group reported no remaining Barings BDC position as of Q4 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 10,854 Barings BDC shares in Q4 2025, an estimated $95.1K.
  • CWA Asset Management Group first reported a position in Barings BDC in Q3 2025 and held it in 1 quarter.
  • CWA Asset Management Group's Barings BDC position peaked at $95.1K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Barings BDC as of Q4 2025.

Based on CWA Asset Management Group's 13F filing for Q4 2025, filed 7 Jan 2026.