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 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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Farther Finance Advisors's BBDC Position: Q2 2026 in Review

Farther Finance Advisors increased its Barings BDC (BBDC) stake by 3.1% in Q2 2026, buying an estimated $1.87K and bringing the position to 7,319 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Farther Finance Advisors first reported a position in BBDC in Q2 2023 and has held it in 11 quarters since. The position peaked at $259K in Q3 2024. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

Farther Finance Advisors held 7,319 shares of Barings BDC worth $62.4K as of Q2 2026.
Farther Finance Advisors bought 218 Barings BDC shares in Q2 2026, an estimated $1.87K.
Barings BDC made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3073 holding.
Farther Finance Advisors first reported a position in Barings BDC in Q2 2023 and has held it in 11 quarters since.
Farther Finance Advisors's Barings BDC position peaked at $259K in Q3 2024.
203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.