Farther Finance Advisors’s Barings BDC BBDC Stock Holding History

Farther Finance Advisors’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 Q3	$65K	Buy	7,536 +217	+3%	+$1.91K	﹤0.01%	3201
2026 Q2	$62.4K	Buy	7,319 +218	+3%	+$1.87K	﹤0.01%	3073
2026 Q1	$57.9K	Buy	7,101 +3,109	+78%	+$27.3K	﹤0.01%	2891
2025 Q4	$36.6K	Buy	3,992 +1,582	+66%	+$14K	﹤0.01%	3016
2025 Q3	$21.1K	Buy	+2,410	New	+$22.7K	﹤0.01%	3008
2025 Q2	–	Sell	-510	Closed	-$4.85K	–	4506
2025 Q1	$4.85K	Buy	+510	New	+$5.03K	﹤0.01%	3077
2024 Q4	–	Sell	-26,458	Closed	-$259K	–	4010
2024 Q3	$259K	Hold	26,458	–	–	0.01%	896
2024 Q2	$257K	Hold	26,458	–	–	0.01%	725
2024 Q1	$244K	Hold	26,458	–	–	0.01%	620
2023 Q4	$227K	Hold	26,458	–	–	0.02%	519
2023 Q3	$236K	Hold	26,458	–	–	0.04%	347
2023 Q2	$207K	Buy	+26,458	New	+$203K	0.05%	309

Other funds holding BBDC

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's BBDC Position: Q3 2026 in Review

Farther Finance Advisors increased its Barings BDC (BBDC) stake by 3% in Q3 2026, buying an estimated $1.91K and bringing the position to 7,536 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Farther Finance Advisors first reported a position in BBDC in Q2 2023 and has held it in 12 quarters since. The position peaked at $259K in Q3 2024. 11 funds tracked by Wall St. Rank hold BBDC as of Q3 2026.

Farther Finance Advisors held 7,536 shares of Barings BDC worth $65K as of Q3 2026.
Farther Finance Advisors bought 217 Barings BDC shares in Q3 2026, an estimated $1.91K.
Barings BDC made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3201 holding.
Farther Finance Advisors first reported a position in Barings BDC in Q2 2023 and has held it in 12 quarters since.
Farther Finance Advisors's Barings BDC position peaked at $259K in Q3 2024.
11 funds tracked by Wall St. Rank held Barings BDC as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.