GRP
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Global Retirement Partners’s Barings BDC BBDC Stock Holding History

Global Retirement Partners’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 		$114K Buy
+13,402
New +$115K ﹤0.01% 1973
2025
Q4 		$119K Hold
12,964
– – ﹤0.01% 1801
2025
Q3 		$114K Hold
12,964
– – ﹤0.01% 1466
2025
Q2 		$118K Buy
+12,964
New +$115K ﹤0.01% 1347
2024
Q4 		$124K Hold
12,964
– – ﹤0.01% 1169
2024
Q3 		$127K Sell
12,964
-2,471
-16% -$24.5K ﹤0.01% 1114
2024
Q2 		$150K Hold
15,435
– – ﹤0.01% 1008
2024
Q1 		$144K Hold
15,435
– – 0.01% 921
2023
Q4 		$137K Sell
15,435
-2,204
-12% -$19.6K 0.01% 898
2023
Q3 		$158K Sell
17,639
-1,130
-6% -$9.73K 0.01% 764
2023
Q2 		$147K Sell
18,769
-5,140
-21% -$39.4K 0.01% 804
2023
Q1 		$178K Sell
23,909
-1,163
-5% -$9.76K 0.01% 713
2022
Q4 		$204K Buy
+25,072
New +$217K 0.01% 585
2018
Q2 		– Sell
-168
Closed -$2K – 1524
2018
Q1 		$2K Hold
168
– – ﹤0.01% 1317
2017
Q4 		$2K Buy
+168
New +$1.84K ﹤0.01% 1279

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

Global Retirement Partners's BBDC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Barings BDC (BBDC) in Q2 2026: 13,402 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #1973 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BBDC as recently as Q4 2025.

Global Retirement Partners first reported a position in BBDC in Q4 2017 and has held it in 15 quarters since. The position peaked at $204K in Q4 2022. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Global Retirement Partners held 13,402 shares of Barings BDC worth $114K as of Q2 2026.
  • Barings BDC was a new Global Retirement Partners position in Q2 2026.
  • Barings BDC made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1973 holding.
  • Global Retirement Partners first reported a position in Barings BDC in Q4 2017 and has held it in 15 quarters since.
  • Global Retirement Partners's Barings BDC position peaked at $204K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.