Lido Advisors
BBDC icon

Lido Advisors’s Barings BDC BBDC Stock Holding History

Lido Advisors’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 		$435K Sell
52,801
-552
-1% -$4.84K ﹤0.01% 1380
2025
Q4 		$467K Sell
53,353
-2,137
-4% -$18.9K ﹤0.01% 1325
2025
Q3 		$486K Buy
55,490
+43
+0.1% +$405 ﹤0.01% 1241
2025
Q2 		$507K Sell
55,447
-10,878
-16% -$96.7K ﹤0.01% 1101
2025
Q1 		$633K Sell
66,325
-8,910
-12% -$87.9K ﹤0.01% 941
2024
Q4 		$720K Sell
75,235
-25,403
-25% -$248K ﹤0.01% 888
2024
Q3 		$986K Buy
100,638
+50,433
+100% +$501K ﹤0.01% 713
2024
Q2 		$488K Buy
50,205
+8,250
+20% +$79K ﹤0.01% 936
2024
Q1 		$390K Buy
41,955
+16,700
+66% +$152K ﹤0.01% 973
2023
Q4 		$217K Buy
+25,255
New +$225K ﹤0.01% 1181

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