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Lindbrook Capital’s Barings BDC BBDC Stock Holding History

Lindbrook Capital’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
Q1 		$10.7K Buy
1,119
+247
+28% +$2.44K ﹤0.01% 1621
2024
Q4 		$8.35K Sell
872
-1
-0.1% -$10 ﹤0.01% 1745
2024
Q3 		$8.55K Sell
873
-123
-12% -$1.22K ﹤0.01% 1759
2024
Q2 		$9.69K Sell
996
-163
-14% -$1.56K ﹤0.01% 1642
2024
Q1 		$10.8K Buy
1,159
+131
+13% +$1.2K ﹤0.01% 1529
2023
Q4 		$8.82K Buy
1,028
+111
+12% +$988 ﹤0.01% 1611
2023
Q3 		$8.17K Sell
917
-807
-47% -$6.95K ﹤0.01% 1512
2023
Q2 		$13.5K Buy
1,724
+437
+34% +$3.35K ﹤0.01% 1287
2023
Q1 		$10.2K Buy
1,287
+215
+20% +$1.8K ﹤0.01% 1441
2022
Q4 		$8.74K Sell
1,072
-78
-7% -$675 ﹤0.01% 1502
2022
Q3 		$10K Sell
1,150
-332
-22% -$3.21K ﹤0.01% 1311
2022
Q2 		$14K Buy
1,482
+17
+1% +$173 ﹤0.01% 1117
2022
Q1 		$15K Sell
1,465
-686
-32% -$7.36K ﹤0.01% 1118
2021
Q4 		$24K Buy
2,151
+15
+0.7% +$166 ﹤0.01% 954
2021
Q3 		$24K Buy
2,136
+12
+0.6% +$129 0.01% 672
2021
Q2 		$22K Buy
2,124
+12
+0.6% +$125 ﹤0.01% 745
2021
Q1 		$21K Buy
2,112
+679
+47% +$6.45K ﹤0.01% 733
2020
Q4 		$13K Buy
1,433
+12
+0.8% +$102 ﹤0.01% 798
2020
Q3 		$11K Buy
1,421
+13
+0.9% +$103 ﹤0.01% 789
2020
Q2 		$11K Buy
1,408
+1,312
+1,367% +$9.42K ﹤0.01% 794
2020
Q1 		$1K Sell
96
-44
-31% -$417 ﹤0.01% 1398
2019
Q4 		$1K Hold
140
– – ﹤0.01% 1362
2019
Q3 		$1K Hold
140
– – ﹤0.01% 1336
2019
Q2 		$1K Hold
140
– – ﹤0.01% 1303
2019
Q1 		$1K Hold
140
– – ﹤0.01% 1279
2018
Q4 		$1K Buy
+140
New +$1.38K ﹤0.01% 1234

Other funds holding BBDC

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's BBDC Position: Q1 2025 in Review

Lindbrook Capital increased its Barings BDC (BBDC) stake by 28% in Q1 2025, buying an estimated $2.44K and bringing the position to 1,119 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Lindbrook Capital first reported a position in BBDC in Q4 2018 and has held it in 26 quarters since. The position peaked at $24K in Q4 2021. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2025.

  • Lindbrook Capital held 1,119 shares of Barings BDC worth $10.7K as of Q1 2025.
  • Lindbrook Capital bought 247 Barings BDC shares in Q1 2025, an estimated $2.44K.
  • Barings BDC made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1621 holding.
  • Lindbrook Capital first reported a position in Barings BDC in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Barings BDC position peaked at $24K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.