Focus Partners Wealth
BBDC icon

Focus Partners Wealth’s Barings BDC BBDC Stock Holding History

Focus Partners Wealth’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 		$7.73M Sell
907,615
-47,568
-5% -$409K 0.01% 798
2026
Q1 		$7.86M Sell
955,183
-47,734
-5% -$418K 0.01% 794
2025
Q4 		$9.21M Buy
+1,002,917
New +$8.88M 0.01% 727

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

Focus Partners Wealth's BBDC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Barings BDC (BBDC) stake by 5% in Q2 2026, selling an estimated $409K and leaving 907,615 shares worth $7.73M. The position accounts for 0.01% of the portfolio, ranked #798.

Focus Partners Wealth first reported a position in BBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.21M in Q4 2025. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Focus Partners Wealth held 907,615 shares of Barings BDC worth $7.73M as of Q2 2026.
  • Focus Partners Wealth sold 47,568 Barings BDC shares in Q2 2026, an estimated $409K.
  • Barings BDC made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #798 holding.
  • Focus Partners Wealth first reported a position in Barings BDC in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Barings BDC position peaked at $9.21M in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.