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 0.07% 216

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kovitz Investment Group Partners's BBDC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Barings BDC (BBDC) in Q4 2025, closing a stake of 972,322 shares — an estimated $8.52M sold.

Kovitz Investment Group Partners first reported a position in BBDC in Q3 2024 and held it in 5 quarters. The position peaked at $10.5M in Q3 2024. 218 funds tracked by Wall St. Rank hold BBDC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Barings BDC position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 972,322 Barings BDC shares in Q4 2025, an estimated $8.52M.
  • Kovitz Investment Group Partners first reported a position in Barings BDC in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Barings BDC position peaked at $10.5M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Barings BDC as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.