EAM
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Empirical Asset Management’s Barings BDC BBDC Stock Holding History

Empirical Asset Management’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 		$94.2K Buy
11,443
+350
+3% +$3.07K 0.02% 391
2025
Q4 		$102K Buy
11,093
+312
+3% +$2.76K 0.03% 341
2025
Q3 		$94.4K Buy
10,781
+342
+3% +$3.22K 0.03% 354
2025
Q2 		$95.4K Buy
10,439
+343
+3% +$3.05K 0.03% 312
2025
Q1 		$96.3K Buy
+10,096
New +$99.6K 0.03% 299
2024
Q3 		– Sell
-15,119
Closed -$147K – 312
2024
Q2 		$147K Buy
15,119
+388
+3% +$3.72K 0.06% 311
2024
Q1 		$137K Buy
14,731
+392
+3% +$3.58K 0.07% 263
2023
Q4 		$123K Sell
14,339
-5,410
-27% -$48.1K 0.1% 174
2023
Q3 		$176K Buy
19,749
+556
+3% +$4.79K 0.15% 162
2023
Q2 		$150K Buy
19,193
+588
+3% +$4.51K 0.13% 152
2023
Q1 		$148K Sell
18,605
-11,057
-37% -$92.8K 0.14% 141
2022
Q4 		$147K Buy
29,662
+12,132
+69% +$105K 0.15% 146
2022
Q3 		$145K Buy
17,530
+422
+2% +$4.08K 0.16% 141
2022
Q2 		$159K Buy
17,108
+408
+2% +$4.14K 0.17% 148
2022
Q1 		$173K Buy
+16,700
New +$179K 0.16% 140

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

Empirical Asset Management's BBDC Position: Q1 2026 in Review

Empirical Asset Management increased its Barings BDC (BBDC) stake by 3.2% in Q1 2026, buying an estimated $3.07K and bringing the position to 11,443 shares worth $94.2K. The position accounts for 0.02% of the portfolio, ranked #391.

Empirical Asset Management first reported a position in BBDC in Q1 2022 and has held it in 15 quarters since. The position peaked at $176K in Q3 2023. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Empirical Asset Management held 11,443 shares of Barings BDC worth $94.2K as of Q1 2026.
  • Empirical Asset Management bought 350 Barings BDC shares in Q1 2026, an estimated $3.07K.
  • Barings BDC made up 0.02% of Empirical Asset Management's portfolio in Q1 2026, its #391 holding.
  • Empirical Asset Management first reported a position in Barings BDC in Q1 2022 and has held it in 15 quarters since.
  • Empirical Asset Management's Barings BDC position peaked at $176K in Q3 2023.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.