MWC
BBDC icon

MBM Wealth Consultants’s Barings BDC BBDC Stock Holding History

MBM Wealth Consultants’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 		$30.2K Buy
+3,667
New +$32.1K 0.01% 179
2024
Q2 		– Sell
-10,264
Closed -$95.5K – 105
2024
Q1 		$95.5K Hold
10,264
– – 0.03% 105
2023
Q4 		$93.3K Hold
10,264
– – 0.03% 105
2023
Q3 		$92.1K Buy
+10,264
New +$88.3K 0.04% 105
2023
Q2 		– Sell
-44,096
Closed -$349K – 113
2023
Q1 		$349K Hold
44,096
– – 0.14% 66
2022
Q4 		$362K Buy
44,096
+6,777
+18% +$58.7K 0.17% 64
2022
Q3 		$310K Buy
37,319
+35,933
+2,593% +$347K 0.15% 65
2022
Q2 		$69K Sell
1,386
-29,248
-95% -$297K 0.03% 136
2022
Q1 		$317K Buy
+30,634
New +$329K 0.13% 78

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 $564B AUM 30.12% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M 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 $712M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return