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Financial Gravity Companies’s Barings BDC BBDC Stock Holding History

Financial Gravity Companies’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
Q2 		$2.8M Buy
+306,055
New +$2.72M 0.55% 45
2024
Q4 		$2.9M Buy
302,993
+296,200
+4,360% +$2.9M 0.66% 36
2024
Q3 		$66.6K Buy
+6,793
New +$67.4K 0.02% 165

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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 $3.47B AUM 13.39% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's BBDC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Barings BDC (BBDC) in Q2 2025: 306,055 shares worth $2.8M. The stake represents 0.55% of the portfolio and ranks #45 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BBDC as recently as Q4 2024.

Financial Gravity Companies first reported a position in BBDC in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.9M in Q4 2024. 196 funds tracked by Wall St. Rank hold BBDC as of Q2 2025.

  • Financial Gravity Companies held 306,055 shares of Barings BDC worth $2.8M as of Q2 2025.
  • Barings BDC was a new Financial Gravity Companies position in Q2 2025.
  • Barings BDC made up 0.55% of Financial Gravity Companies's portfolio in Q2 2025, its #45 holding.
  • Financial Gravity Companies first reported a position in Barings BDC in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Barings BDC position peaked at $2.9M in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Barings BDC as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.