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Founders Financial Securities’s Barings BDC BBDC Stock Holding History

Founders Financial Securities’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 		$125K Hold
14,726
– – 0.01% 543
2026
Q1 		$123K Sell
14,726
-4,517
-23% -$39.6K 0.01% 516
2025
Q4 		$177K Buy
19,243
+2,517
+15% +$22.3K 0.01% 554
2025
Q3 		$147K Sell
16,726
-2,517
-13% -$23.7K 0.01% 475
2025
Q2 		$176K Sell
19,243
-2,012
-9% -$17.9K 0.01% 479
2025
Q1 		$189K Buy
21,255
+2,517
+13% +$24.8K 0.02% 445
2024
Q4 		$179K Hold
18,738
– – 0.02% 423
2024
Q3 		$184K Sell
18,738
-2,517
-12% -$25K 0.02% 411
2024
Q2 		$207K Buy
21,255
+2,517
+13% +$24.1K 0.02% 400
2024
Q1 		$174K Buy
18,738
+4,323
+30% +$39.5K 0.02% 371
2023
Q4 		$124K Hold
14,415
– – 0.01% 358
2023
Q3 		$128K Sell
14,415
-4,323
-23% -$37.2K 0.02% 316
2023
Q2 		$147K Hold
18,738
– – 0.02% 307
2023
Q1 		$149K Hold
18,738
– – 0.02% 303
2022
Q4 		$153K Sell
18,738
-7,826
-29% -$67.7K 0.02% 309
2022
Q3 		$220K Buy
+26,564
New +$257K 0.04% 280

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

Founders Financial Securities's BBDC Position: Q2 2026 in Review

Founders Financial Securities held its Barings BDC (BBDC) position steady in Q2 2026 at 14,726 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #543.

Founders Financial Securities first reported a position in BBDC in Q3 2022 and has held it in 16 quarters since. The position peaked at $220K in Q3 2022. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Founders Financial Securities held 14,726 shares of Barings BDC worth $125K as of Q2 2026.
  • Founders Financial Securities left its Barings BDC share count unchanged in Q2 2026.
  • Barings BDC made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #543 holding.
  • Founders Financial Securities first reported a position in Barings BDC in Q3 2022 and has held it in 16 quarters since.
  • Founders Financial Securities's Barings BDC position peaked at $220K in Q3 2022.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.