First Affirmative Financial Network
BBDC icon

First Affirmative Financial Network’s Barings BDC BBDC Stock Holding History

First Affirmative Financial Network’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 		$90.5K Buy
+10,503
New +$92.6K 0.02% 404
2026
Q1 		$104K Buy
+12,658
New +$111K 0.04% 317

Other funds holding BBDC

Barings
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Muzinich & Co
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Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

First Affirmative Financial Network's BBDC Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Barings BDC (BBDC) in Q3 2026: 10,503 shares worth $90.5K. The stake represents 0.02% of the portfolio and ranks #404 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in BBDC as recently as Q1 2026.

First Affirmative Financial Network first reported a position in BBDC in Q1 2026 and has held it in 2 quarters since. The position peaked at $104K in Q1 2026. 38 funds tracked by Wall St. Rank hold BBDC as of Q3 2026.

  • First Affirmative Financial Network held 10,503 shares of Barings BDC worth $90.5K as of Q3 2026.
  • Barings BDC was a new First Affirmative Financial Network position in Q3 2026.
  • Barings BDC made up 0.02% of First Affirmative Financial Network's portfolio in Q3 2026, its #404 holding.
  • First Affirmative Financial Network first reported a position in Barings BDC in Q1 2026 and has held it in 2 quarters since.
  • First Affirmative Financial Network's Barings BDC position peaked at $104K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Barings BDC as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.