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Golden State Wealth Management’s Barings BDC BBDC Stock Holding History

Golden State Wealth Management’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 		$68K Buy
7,977
+67
+0.8% +$575 0.01% 657
2026
Q1 		$65.1K Buy
7,910
+67
+0.9% +$587 0.01% 615
2025
Q4 		$72K Buy
7,843
+59
+0.8% +$523 0.01% 597
2025
Q3 		$68.2K Buy
7,784
+707
+10% +$6.65K 0.01% 594
2025
Q2 		$64.7K Buy
7,077
+5,162
+270% +$45.9K 0.01% 589
2025
Q1 		$18.3K Buy
+1,915
New +$18.9K ﹤0.01% 825

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

Golden State Wealth Management's BBDC Position: Q2 2026 in Review

Golden State Wealth Management increased its Barings BDC (BBDC) stake by 0.85% in Q2 2026, buying an estimated $575 and bringing the position to 7,977 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #657.

Golden State Wealth Management first reported a position in BBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $72K in Q4 2025. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Golden State Wealth Management held 7,977 shares of Barings BDC worth $68K as of Q2 2026.
  • Golden State Wealth Management bought 67 Barings BDC shares in Q2 2026, an estimated $575.
  • Barings BDC made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #657 holding.
  • Golden State Wealth Management first reported a position in Barings BDC in Q1 2025 and has held it in 6 quarters since.
  • Golden State Wealth Management's Barings BDC position peaked at $72K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.