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Merit Financial Group’s Barings BDC BBDC Stock Holding History

Merit Financial Group’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 		$94.2K Buy
11,448
+357
+3% +$3.13K ﹤0.01% 2015
2025
Q4 		$102K Hold
11,091
– – ﹤0.01% 1894
2025
Q3 		$97.2K Hold
11,091
– – ﹤0.01% 1736
2025
Q2 		$101K Buy
+11,091
New +$98.6K ﹤0.01% 1635
2024
Q4 		– Sell
-20,451
Closed -$200K – 1152
2024
Q3 		$200K Buy
+20,451
New +$203K ﹤0.01% 791

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

Merit Financial Group's BBDC Position: Q1 2026 in Review

Merit Financial Group increased its Barings BDC (BBDC) stake by 3.2% in Q1 2026, buying an estimated $3.13K and bringing the position to 11,448 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Merit Financial Group first reported a position in BBDC in Q3 2024 and has held it in 5 quarters since. The position peaked at $200K in Q3 2024. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Merit Financial Group held 11,448 shares of Barings BDC worth $94.2K as of Q1 2026.
  • Merit Financial Group bought 357 Barings BDC shares in Q1 2026, an estimated $3.13K.
  • Barings BDC made up ﹤0.01% of Merit Financial Group's portfolio in Q1 2026, its #2015 holding.
  • Merit Financial Group first reported a position in Barings BDC in Q3 2024 and has held it in 5 quarters since.
  • Merit Financial Group's Barings BDC position peaked at $200K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.