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Decker Retirement Planning’s Barings BDC BBDC Stock Holding History

Decker Retirement 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
2025
Q1 		– Sell
-1,681
Closed -$16.1K – 255
2024
Q4 		$16.1K Buy
+1,681
New +$16.4K 0.01% 207

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Decker Retirement Planning's BBDC Position: Q1 2025 in Review

Decker Retirement Planning sold out of Barings BDC (BBDC) in Q1 2025, closing a stake of 1,681 shares — an estimated $16.1K sold.

Decker Retirement Planning first reported a position in BBDC in Q4 2024 and held it in 1 quarter. The position peaked at $16.1K in Q4 2024. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2025.

  • Decker Retirement Planning reported no remaining Barings BDC position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 1,681 Barings BDC shares in Q1 2025, an estimated $16.1K.
  • Decker Retirement Planning first reported a position in Barings BDC in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's Barings BDC position peaked at $16.1K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.