HighTower Advisors
BBDC icon

HighTower Advisors’s Barings BDC BBDC Stock Holding History

HighTower Advisors’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 		$1.2M Buy
145,656
+5,001
+4% +$43.8K ﹤0.01% 2064
2025
Q4 		$1.29M Sell
140,655
-157
-0.1% -$1.39K ﹤0.01% 1955
2025
Q3 		$1.23M Buy
140,812
+24
+0% +$226 ﹤0.01% 1957
2025
Q2 		$1.29M Hold
140,788
– – ﹤0.01% 1840
2025
Q1 		$1.34M Hold
140,788
– – ﹤0.01% 1764
2024
Q4 		$1.35M Hold
140,788
– – ﹤0.01% 1775
2024
Q3 		$1.38M Hold
140,788
– – ﹤0.01% 1729
2024
Q2 		$1.37M Buy
140,788
+52,008
+59% +$498K ﹤0.01% 1670
2024
Q1 		$826K Sell
88,780
-9,889
-10% -$90.3K ﹤0.01% 1927
2023
Q4 		$846K Sell
98,669
-5,050
-5% -$44.9K ﹤0.01% 1932
2023
Q3 		$925K Sell
103,719
-4,333
-4% -$37.3K ﹤0.01% 1828
2023
Q2 		$847K Sell
108,052
-3,418
-3% -$26.2K ﹤0.01% 1854
2023
Q1 		$884K Sell
111,470
-5,916
-5% -$49.7K ﹤0.01% 1740
2022
Q4 		$956K Buy
117,386
+860
+0.7% +$7.44K ﹤0.01% 1703
2022
Q3 		$963K Sell
116,526
-3,928
-3% -$37.9K ﹤0.01% 1625
2022
Q2 		$1.12M Buy
120,454
+2,527
+2% +$25.6K ﹤0.01% 1573
2022
Q1 		$1.22M Buy
117,927
+8,160
+7% +$87.5K ﹤0.01% 1640
2021
Q4 		$1.21M Sell
109,767
-1,616
-1% -$17.8K ﹤0.01% 1667
2021
Q3 		$1.22M Buy
111,383
+100,054
+883% +$1.08M ﹤0.01% 1545
2021
Q2 		$120K Buy
+11,329
New +$118K ﹤0.01% 2776

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

HighTower Advisors's BBDC Position: Q1 2026 in Review

HighTower Advisors increased its Barings BDC (BBDC) stake by 3.6% in Q1 2026, buying an estimated $43.8K and bringing the position to 145,656 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

HighTower Advisors first reported a position in BBDC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.38M in Q3 2024. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • HighTower Advisors held 145,656 shares of Barings BDC worth $1.2M as of Q1 2026.
  • HighTower Advisors bought 5,001 Barings BDC shares in Q1 2026, an estimated $43.8K.
  • Barings BDC made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2064 holding.
  • HighTower Advisors first reported a position in Barings BDC in Q2 2021 and has held it in 20 quarters since.
  • HighTower Advisors's Barings BDC position peaked at $1.38M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.