Marshall Wace
BBDC icon

Marshall Wace’s Barings BDC BBDC Stock Holding History

Marshall Wace’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 		$1.05M Buy
+122,815
New +$1.05M ﹤0.01% 2168
2026
Q1 		– Sell
-70,081
Closed -$643K – 3194
2025
Q4 		$643K Sell
70,081
-62,696
-47% -$555K ﹤0.01% 2139
2025
Q3 		$1.16M Buy
132,777
+90,248
+212% +$849K ﹤0.01% 1875
2025
Q2 		$389K Sell
42,529
-56,900
-57% -$506K ﹤0.01% 2228
2025
Q1 		$949K Buy
99,429
+46,700
+89% +$461K ﹤0.01% 1804
2024
Q4 		$505K Sell
52,729
-77,971
-60% -$762K ﹤0.01% 2023
2024
Q3 		$1.28M Buy
+130,700
New +$1.3M ﹤0.01% 1548
2023
Q3 		– Sell
-77,255
Closed -$606K – 2190
2023
Q2 		$606K Buy
+77,255
New +$593K ﹤0.01% 1914
2022
Q2 		– Sell
-260,837
Closed -$2.7M – 3415
2022
Q1 		$2.7M Sell
260,837
-28,654
-10% -$307K 0.01% 1861
2021
Q4 		$3.19M Buy
+289,491
New +$3.2M 0.01% 1720
2021
Q3 		– Sell
-20,017
Closed -$211K – 3019
2021
Q2 		$211K Sell
20,017
-23,719
-54% -$248K ﹤0.01% 2428
2021
Q1 		$436K Buy
+43,736
New +$416K ﹤0.01% 1997
2014
Q3 		– Sell
-14,100
Closed -$400K – 877
2014
Q2 		$400K Buy
+14,100
New +$369K 0.01% 637

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

Marshall Wace's BBDC Position: Q2 2026 in Review

Marshall Wace opened a new position in Barings BDC (BBDC) in Q2 2026: 122,815 shares worth $1.05M. The stake represents ﹤0.01% of the portfolio and ranks #2168 among its holdings. This is a return to the name: Marshall Wace previously reported a position in BBDC as recently as Q4 2025.

Marshall Wace first reported a position in BBDC in Q2 2014 and has held it in 13 quarters since. The position peaked at $3.19M in Q4 2021. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Marshall Wace held 122,815 shares of Barings BDC worth $1.05M as of Q2 2026.
  • Barings BDC was a new Marshall Wace position in Q2 2026.
  • Barings BDC made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2168 holding.
  • Marshall Wace first reported a position in Barings BDC in Q2 2014 and has held it in 13 quarters since.
  • Marshall Wace's Barings BDC position peaked at $3.19M in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.