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MPWM Advisory Solutions’s Barings BDC BBDC Stock Holding History

MPWM Advisory Solutions’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 		$53.7K Buy
6,301
+2,061
+49% +$17.7K 0.02% 197
2026
Q1 		$34.9K Hold
4,240
– – 0.02% 224
2025
Q4 		$38.9K Hold
4,240
– – 0.02% 197
2025
Q3 		$37.1K Hold
4,240
– – 0.02% 188
2025
Q2 		$38.8K Buy
+4,240
New +$37.7K 0.02% 181

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

MPWM Advisory Solutions's BBDC Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Barings BDC (BBDC) stake by 49% in Q2 2026, buying an estimated $17.7K and bringing the position to 6,301 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #197.

MPWM Advisory Solutions first reported a position in BBDC in Q2 2025 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • MPWM Advisory Solutions held 6,301 shares of Barings BDC worth $53.7K as of Q2 2026.
  • MPWM Advisory Solutions bought 2,061 Barings BDC shares in Q2 2026, an estimated $17.7K.
  • Barings BDC made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #197 holding.
  • MPWM Advisory Solutions first reported a position in Barings BDC in Q2 2025 and has held it in 5 quarters since.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.