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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
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 $6.19B AUM 16.5% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Larson Financial Group's BBDC Position: Q1 2026 in Review

Larson Financial Group increased its Barings BDC (BBDC) stake by 0.34% in Q1 2026, buying an estimated $158 and bringing the position to 5,261 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Larson Financial Group first reported a position in BBDC in Q2 2022 and has held it in 16 quarters since. The position peaked at $280K in Q2 2022. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Larson Financial Group held 5,261 shares of Barings BDC worth $43.3K as of Q1 2026.
  • Larson Financial Group bought 18 Barings BDC shares in Q1 2026, an estimated $158.
  • Barings BDC made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1424 holding.
  • Larson Financial Group first reported a position in Barings BDC in Q2 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Barings BDC position peaked at $280K in Q2 2022.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.