Garde Capital’s Barings BDC BBDC Stock Holding History

Garde Capital’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 Q3	–	Sell	-190	Closed	-$1.74K	–	305
2025 Q2	$1.74K	Hold	190	–	–	﹤0.01%	637
2025 Q1	$1.81K	Buy	+190	New	+$1.87K	﹤0.01%	610

Other funds holding BBDC

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Garde Capital's BBDC Position: Q3 2025 in Review

Garde Capital sold out of Barings BDC (BBDC) in Q3 2025, closing a stake of 190 shares — an estimated $1.74K sold.

Garde Capital first reported a position in BBDC in Q1 2025 and held it in 2 quarters. The position peaked at $1.81K in Q1 2025. 210 funds tracked by Wall St. Rank hold BBDC as of Q3 2025.

Garde Capital reported no remaining Barings BDC position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 190 Barings BDC shares in Q3 2025, an estimated $1.74K.
Garde Capital first reported a position in Barings BDC in Q1 2025 and held it in 2 quarters.
Garde Capital's Barings BDC position peaked at $1.81K in Q1 2025.
210 funds tracked by Wall St. Rank held Barings BDC as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.