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Impact Partnership Wealth’s Barings BDC BBDC Stock Holding History

Impact Partnership Wealth’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 		$104K Buy
12,248
+11
+0.1% +$94 0.01% 433
2026
Q1 		$101K Buy
+12,237
New +$107K 0.01% 354
2024
Q1 		– Sell
-177
Closed -$1.52K – 720
2023
Q4 		$1.52K Buy
+177
New +$1.57K ﹤0.01% 721

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

Impact Partnership Wealth's BBDC Position: Q2 2026 in Review

Impact Partnership Wealth increased its Barings BDC (BBDC) stake by 0.09% in Q2 2026, buying an estimated $94 and bringing the position to 12,248 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #433.

Impact Partnership Wealth first reported a position in BBDC in Q4 2023 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Impact Partnership Wealth held 12,248 shares of Barings BDC worth $104K as of Q2 2026.
  • Impact Partnership Wealth bought 11 Barings BDC shares in Q2 2026, an estimated $94.
  • Barings BDC made up 0.01% of Impact Partnership Wealth's portfolio in Q2 2026, its #433 holding.
  • Impact Partnership Wealth first reported a position in Barings BDC in Q4 2023 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.