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
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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Global Retirement Partners's BBDC Position: Q4 2025 in Review

Global Retirement Partners held its Barings BDC (BBDC) position steady in Q4 2025 at 12,964 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Global Retirement Partners first reported a position in BBDC in Q4 2017 and has held it in 14 quarters since. The position peaked at $204K in Q4 2022. 218 funds tracked by Wall St. Rank hold BBDC as of Q4 2025.

Global Retirement Partners held 12,964 shares of Barings BDC worth $119K as of Q4 2025.
Global Retirement Partners left its Barings BDC share count unchanged in Q4 2025.
Barings BDC made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1801 holding.
Global Retirement Partners first reported a position in Barings BDC in Q4 2017 and has held it in 14 quarters since.
Global Retirement Partners's Barings BDC position peaked at $204K in Q4 2022.
218 funds tracked by Wall St. Rank held Barings BDC as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.