IAS
BBDC icon

Insigneo Advisory Services’s Barings BDC BBDC Stock Holding History

Insigneo Advisory Services’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 		– Sell
-13,454
Closed -$118K – 771
2025
Q3 		$118K Buy
13,454
+829
+7% +$7.8K 0.01% 663
2025
Q2 		$115K Buy
12,625
+443
+4% +$3.94K 0.01% 594
2025
Q1 		$116K Buy
12,182
+286
+2% +$2.82K 0.01% 550
2024
Q4 		$114K Buy
11,896
+247
+2% +$2.41K 0.01% 546
2024
Q3 		$114K Buy
11,649
+30
+0.3% +$298 0.01% 566
2024
Q2 		$108K Buy
+11,619
New +$111K 0.01% 521

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
VanEck Associates
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Insigneo Advisory Services's BBDC Position: Q4 2025 in Review

Insigneo Advisory Services sold out of Barings BDC (BBDC) in Q4 2025, closing a stake of 13,454 shares — an estimated $118K sold.

Insigneo Advisory Services first reported a position in BBDC in Q2 2024 and held it in 6 quarters. The position peaked at $118K in Q3 2025. 218 funds tracked by Wall St. Rank hold BBDC as of Q4 2025.

  • Insigneo Advisory Services reported no remaining Barings BDC position as of Q4 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 13,454 Barings BDC shares in Q4 2025, an estimated $118K.
  • Insigneo Advisory Services first reported a position in Barings BDC in Q2 2024 and held it in 6 quarters.
  • Insigneo Advisory Services's Barings BDC position peaked at $118K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Barings BDC as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.