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
Q2 		– Sell
-3,667
Closed -$30.2K – 146
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 $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

MBM Wealth Consultants's BBDC Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Barings BDC (BBDC) in Q2 2026, closing a stake of 3,667 shares — an estimated $30.2K sold.

MBM Wealth Consultants first reported a position in BBDC in Q1 2022 and held it in 9 quarters. The position peaked at $362K in Q4 2022. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Barings BDC position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 3,667 Barings BDC shares in Q2 2026, an estimated $30.2K.
  • MBM Wealth Consultants first reported a position in Barings BDC in Q1 2022 and held it in 9 quarters.
  • MBM Wealth Consultants's Barings BDC position peaked at $362K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.