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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
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 $6.19B AUM 16.5% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Golden State Wealth Management's BBDC Position: Q1 2026 in Review

Golden State Wealth Management increased its Barings BDC (BBDC) stake by 0.85% in Q1 2026, buying an estimated $587 and bringing the position to 7,910 shares worth $65.1K. The position accounts for 0.01% of the portfolio, ranked #615.

Golden State Wealth Management first reported a position in BBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $72K in Q4 2025. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Golden State Wealth Management held 7,910 shares of Barings BDC worth $65.1K as of Q1 2026.
  • Golden State Wealth Management bought 67 Barings BDC shares in Q1 2026, an estimated $587.
  • Barings BDC made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #615 holding.
  • Golden State Wealth Management first reported a position in Barings BDC in Q1 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's Barings BDC position peaked at $72K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.