EFS
BBDC icon

Essex Financial Services’s Barings BDC BBDC Stock Holding History

Essex Financial Services’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 		$245K Buy
29,748
+1,077
+4% +$9.44K 0.01% 682
2025
Q4 		$263K Buy
28,671
+2,324
+9% +$20.6K 0.02% 652
2025
Q3 		$231K Buy
26,347
+27
+0.1% +$254 0.01% 658
2025
Q2 		$241K Buy
26,320
+28
+0.1% +$249 0.02% 607
2025
Q1 		$251K Buy
26,292
+551
+2% +$5.43K 0.02% 542
2024
Q4 		$246K Buy
25,741
+7
+0% +$68 0.02% 541
2024
Q3 		$252K Buy
+25,734
New +$255K 0.02% 535
2015
Q3 		– Sell
-9,257
Closed -$217K – 325
2015
Q2 		$217K Buy
+9,257
New +$219K 0.06% 295

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