KF
BBDC icon

Krilogy Financial’s Barings BDC BBDC Stock Holding History

Krilogy Financial’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
-12,948
Closed -$117K – 931
2025
Q3 		$117K Buy
+12,948
New +$122K ﹤0.01% 841
2024
Q2 		– Sell
-24,616
Closed -$229K – 222
2024
Q1 		$229K Sell
24,616
-736
-3% -$6.72K 0.02% 217
2023
Q4 		$218K Sell
25,352
-7,111
-22% -$63.3K 0.02% 197
2023
Q3 		$289K Sell
32,463
-4,656
-13% -$40.1K 0.03% 197
2023
Q2 		$291K Sell
37,119
-9,348
-20% -$71.7K 0.03% 197
2023
Q1 		$369K Buy
46,467
+2,979
+7% +$25K 0.03% 309
2022
Q4 		$354K Sell
43,488
-18,652
-30% -$161K 0.03% 298
2022
Q3 		$514K Sell
62,140
-25,555
-29% -$247K 0.06% 203
2022
Q2 		$816K Sell
87,695
-5,732
-6% -$58.2K 0.09% 148
2022
Q1 		$966K Buy
+93,427
New +$1M 0.1% 136

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

Krilogy Financial's BBDC Position: Q4 2025 in Review

Krilogy Financial sold out of Barings BDC (BBDC) in Q4 2025, closing a stake of 12,948 shares — an estimated $117K sold.

Krilogy Financial first reported a position in BBDC in Q1 2022 and held it in 10 quarters. The position peaked at $966K in Q1 2022. 218 funds tracked by Wall St. Rank hold BBDC as of Q4 2025.

  • Krilogy Financial reported no remaining Barings BDC position as of Q4 2025 after selling out during the quarter.
  • Krilogy Financial sold 12,948 Barings BDC shares in Q4 2025, an estimated $117K.
  • Krilogy Financial first reported a position in Barings BDC in Q1 2022 and held it in 10 quarters.
  • Krilogy Financial's Barings BDC position peaked at $966K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Barings BDC as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.