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Integrated Wealth Concepts’s Barings BDC BBDC Stock Holding History

Integrated Wealth Concepts’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 		$28 Buy
+4
New +$34 ﹤0.01% 5865

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

Integrated Wealth Concepts's BBDC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Barings BDC (BBDC) in Q2 2026: 4 shares worth $28. The stake represents ﹤0.01% of the portfolio and ranks #5865 among its holdings.

203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Integrated Wealth Concepts held 4 shares of Barings BDC worth $28 as of Q2 2026.
  • Barings BDC was a new Integrated Wealth Concepts position in Q2 2026.
  • Barings BDC made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5865 holding.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.