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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
2026
Q2 		$1.91M Buy
+224,104
New +$1.92M 0.31% 68
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 $5.64B AUM 18.33% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AM
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Two Sigma Investments
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

Financial Gravity Companies's BBDC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Barings BDC (BBDC) in Q2 2026: 224,104 shares worth $1.91M. The stake represents 0.31% of the portfolio and ranks #68 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BBDC as recently as Q2 2025.

Financial Gravity Companies first reported a position in BBDC in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.9M in Q4 2024. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Financial Gravity Companies held 224,104 shares of Barings BDC worth $1.91M as of Q2 2026.
  • Barings BDC was a new Financial Gravity Companies position in Q2 2026.
  • Barings BDC made up 0.31% of Financial Gravity Companies's portfolio in Q2 2026, its #68 holding.
  • Financial Gravity Companies first reported a position in Barings BDC in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Barings BDC position peaked at $2.9M in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.