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Financial Advocates Investment Management’s Barings BDC BBDC Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-18,854
Closed -$172K – 141
2025
Q2 		$172K Hold
18,854
– – 0.01% 594
2025
Q1 		$180K Hold
18,854
– – 0.01% 683
2024
Q4 		$180K Buy
18,854
+5,274
+39% +$51.6K 0.01% 706
2024
Q3 		$133K Hold
13,580
– – 0.01% 732
2024
Q2 		$132K Hold
13,580
– – 0.01% 695
2024
Q1 		$126K Buy
+13,580
New +$124K 0.01% 731
2022
Q2 		– Sell
-10,237
Closed -$106K – 694
2022
Q1 		$106K Buy
+10,237
New +$110K 0.01% 709

Other funds holding BBDC

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's BBDC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Barings BDC (BBDC) in Q3 2025, closing a stake of 18,854 shares — an estimated $172K sold.

Financial Advocates Investment Management first reported a position in BBDC in Q1 2022 and held it in 7 quarters. The position peaked at $180K in Q4 2024. 210 funds tracked by Wall St. Rank hold BBDC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Barings BDC position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 18,854 Barings BDC shares in Q3 2025, an estimated $172K.
  • Financial Advocates Investment Management first reported a position in Barings BDC in Q1 2022 and held it in 7 quarters.
  • Financial Advocates Investment Management's Barings BDC position peaked at $180K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Barings BDC as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.