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Larson Financial Group’s Barings BDC BBDC Stock Holding History

Larson Financial Group’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
Q2 		$45K Buy
5,278
+17
+0.3% +$146 ﹤0.01% 1566
2026
Q1 		$43.3K Buy
5,261
+18
+0.3% +$158 ﹤0.01% 1424
2025
Q4 		$48.1K Sell
5,243
-85
-2% -$753 ﹤0.01% 1247
2025
Q3 		$46.7K Buy
5,328
+14
+0.3% +$132 ﹤0.01% 1189
2025
Q2 		$48.6K Sell
5,314
-1,206
-18% -$10.7K ﹤0.01% 1083
2025
Q1 		$62.2K Buy
6,520
+46
+0.7% +$454 ﹤0.01% 937
2024
Q4 		$62K Buy
6,474
+43
+0.7% +$420 ﹤0.01% 837
2024
Q3 		$63K Sell
6,431
-908
-12% -$9.02K ﹤0.01% 842
2024
Q2 		$71.4K Buy
7,339
+898
+14% +$8.6K ﹤0.01% 726
2024
Q1 		$59.9K Sell
6,441
-315
-5% -$2.88K ﹤0.01% 651
2023
Q4 		$58K Hold
6,756
– – 0.01% 615
2023
Q3 		$60.2K Hold
6,756
– – 0.01% 564
2023
Q2 		$53K Sell
6,756
-3,000
-31% -$23K 0.01% 543
2023
Q1 		$77.5K Sell
9,756
-3,648
-27% -$30.6K 0.01% 466
2022
Q4 		$109K Hold
13,404
– – 0.01% 392
2022
Q3 		$111K Sell
13,404
-16,725
-56% -$162K 0.02% 347
2022
Q2 		$280K Buy
+30,129
New +$306K 0.05% 150

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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Larson Financial Group's BBDC Position: Q2 2026 in Review

Larson Financial Group increased its Barings BDC (BBDC) stake by 0.32% in Q2 2026, buying an estimated $146 and bringing the position to 5,278 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Larson Financial Group first reported a position in BBDC in Q2 2022 and has held it in 17 quarters since. The position peaked at $280K in Q2 2022. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Larson Financial Group held 5,278 shares of Barings BDC worth $45K as of Q2 2026.
  • Larson Financial Group bought 17 Barings BDC shares in Q2 2026, an estimated $146.
  • Barings BDC made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1566 holding.
  • Larson Financial Group first reported a position in Barings BDC in Q2 2022 and has held it in 17 quarters since.
  • Larson Financial Group's Barings BDC position peaked at $280K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.