Kovitz Investment Group Partners
BBDC icon

Kovitz Investment Group Partners’s Barings BDC BBDC Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-972,322
Closed -$8.52M – 529
2025
Q3 		$8.52M Sell
972,322
-68,224
-7% -$642K 0.03% 352
2025
Q2 		$9.51M Sell
1,040,546
-32,594
-3% -$290K 0.04% 320
2025
Q1 		$10.2M Buy
1,073,140
+6,540
+0.6% +$64.5K 0.05% 263
2024
Q4 		$10.2M Sell
1,066,600
-16,519
-2% -$161K 0.05% 262
2024
Q3 		$10.5M Buy
+1,083,119
New +$10.8M 0.08% 216

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