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Ethos Financial Group’s Barings BDC BBDC Stock Holding History

Ethos Financial 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
2026
Q1 		$771K Hold
84,035
– – 0.06% 244
2025
Q4 		$771K Sell
84,035
-2,610
-3% -$23.1K 0.06% 233
2025
Q3 		$759K Buy
86,645
+13,721
+19% +$129K 0.06% 211
2025
Q2 		$667K Buy
72,924
+8,439
+13% +$75K 0.06% 223
2025
Q1 		$615K Buy
+64,485
New +$636K 0.06% 204

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B
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PMG
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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