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JPL Wealth Management’s Barings BDC BBDC Stock Holding History

JPL Wealth Management’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 		$8.12K Hold
953
– – ﹤0.01% 643
2026
Q1 		$7.84K Buy
+953
New +$8.35K ﹤0.01% 583
2025
Q4 		– Sell
-953
Closed -$8.35K – 216
2025
Q3 		$8.35K Buy
+953
New +$8.97K ﹤0.01% 573

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

JPL Wealth Management's BBDC Position: Q2 2026 in Review

JPL Wealth Management held its Barings BDC (BBDC) position steady in Q2 2026 at 953 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

JPL Wealth Management first reported a position in BBDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.35K in Q3 2025. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • JPL Wealth Management held 953 shares of Barings BDC worth $8.12K as of Q2 2026.
  • JPL Wealth Management left its Barings BDC share count unchanged in Q2 2026.
  • Barings BDC made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #643 holding.
  • JPL Wealth Management first reported a position in Barings BDC in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Barings BDC position peaked at $8.35K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.