J. Safra Sarasin Holding
BIZD icon

J. Safra Sarasin Holding’s VanEck BDC Income ETF BIZD Stock Holding History

J. Safra Sarasin Holding’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Hold
20,054
– – ﹤0.01% 678
2026
Q1 		$257K Buy
+20,054
New +$270K ﹤0.01% 507

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Transcend Capital Advisors
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

J. Safra Sarasin Holding's BIZD Position: Q2 2026 in Review

J. Safra Sarasin Holding held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 20,054 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

J. Safra Sarasin Holding first reported a position in BIZD in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • J. Safra Sarasin Holding held 20,054 shares of VanEck BDC Income ETF worth $257K as of Q2 2026.
  • J. Safra Sarasin Holding left its VanEck BDC Income ETF share count unchanged in Q2 2026.
  • VanEck BDC Income ETF made up ﹤0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #678 holding.
  • J. Safra Sarasin Holding first reported a position in VanEck BDC Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.