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Kingswood Wealth Advisors’s Barings BDC BBDC Stock Holding History

Kingswood Wealth Advisors’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
Q2 		– Sell
-16,611
Closed -$158K – 749
2025
Q1 		$158K Sell
16,611
-16,181
-49% -$160K 0.01% 690
2024
Q4 		$314K Buy
+32,792
New +$321K 0.02% 592
2024
Q1 		– Sell
-18,720
Closed -$161K – 624
2023
Q4 		$161K Buy
+18,720
New +$167K 0.02% 596
2023
Q3 		– Sell
-18,290
Closed -$143K – 424
2023
Q2 		$143K Buy
+18,290
New +$140K 0.05% 260

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingswood Wealth Advisors's BBDC Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Barings BDC (BBDC) in Q2 2025, closing a stake of 16,611 shares — an estimated $158K sold.

Kingswood Wealth Advisors first reported a position in BBDC in Q2 2023 and held it in 4 quarters. The position peaked at $314K in Q4 2024. 196 funds tracked by Wall St. Rank hold BBDC as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Barings BDC position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,611 Barings BDC shares in Q2 2025, an estimated $158K.
  • Kingswood Wealth Advisors first reported a position in Barings BDC in Q2 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Barings BDC position peaked at $314K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Barings BDC as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.