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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
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 $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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JPL Wealth Management's BBDC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Barings BDC (BBDC) in Q1 2026: 953 shares worth $7.84K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BBDC as recently as Q3 2025.

JPL Wealth Management first reported a position in BBDC in Q3 2025 and has held it in 2 quarters since. The position peaked at $8.35K in Q3 2025. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • JPL Wealth Management held 953 shares of Barings BDC worth $7.84K as of Q1 2026.
  • Barings BDC was a new JPL Wealth Management position in Q1 2026.
  • Barings BDC made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #583 holding.
  • JPL Wealth Management first reported a position in Barings BDC in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Barings BDC position peaked at $8.35K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.