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Newbridge Financial Services Group’s Barings BDC BBDC Stock Holding History

Newbridge Financial Services 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
Q2 		$15.3K Sell
1,801
-1,867
-51% -$16K ﹤0.01% 770
2026
Q1 		$30.2K Sell
3,668
-4,614
-56% -$40.4K 0.01% 546
2025
Q4 		$76K Sell
8,282
-2,187
-21% -$19.4K 0.01% 356
2025
Q3 		$91.7K Buy
10,469
+940
+10% +$8.85K 0.01% 403
2025
Q2 		$87.1K Sell
9,529
-320
-3% -$2.84K 0.01% 400
2025
Q1 		$94K Buy
9,849
+1,247
+14% +$12.3K 0.02% 270
2024
Q4 		$82.3K Hold
8,602
– – 0.02% 303
2024
Q3 		$84.3K Hold
8,602
– – 0.03% 210
2024
Q2 		$83.7K Sell
8,602
-7,788
-48% -$74.6K 0.03% 289
2024
Q1 		$152K Sell
16,390
-9,117
-36% -$83.2K 0.07% 231
2023
Q4 		$219K Sell
25,507
-1,370
-5% -$12.2K 0.11% 177
2023
Q3 		$239K Buy
26,877
+1,226
+5% +$10.6K 0.12% 169
2023
Q2 		$201K Sell
25,651
-1,995
-7% -$15.3K 0.1% 200
2023
Q1 		$220K Sell
27,646
-2,819
-9% -$23.7K 0.12% 174
2022
Q4 		$248K Buy
30,465
+4,385
+17% +$38K 0.14% 148
2022
Q3 		$216K Buy
26,080
+9,916
+61% +$95.8K 0.13% 177
2022
Q2 		$150K Buy
16,164
+9,299
+135% +$94.4K 0.09% 203
2022
Q1 		$71K Buy
+6,865
New +$73.6K 0.03% 377

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

Newbridge Financial Services Group's BBDC Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Barings BDC (BBDC) stake by 51% in Q2 2026, selling an estimated $16K and leaving 1,801 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Newbridge Financial Services Group first reported a position in BBDC in Q1 2022 and has held it in 18 quarters since. The position peaked at $248K in Q4 2022. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Newbridge Financial Services Group held 1,801 shares of Barings BDC worth $15.3K as of Q2 2026.
  • Newbridge Financial Services Group sold 1,867 Barings BDC shares in Q2 2026, an estimated $16K.
  • Barings BDC made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #770 holding.
  • Newbridge Financial Services Group first reported a position in Barings BDC in Q1 2022 and has held it in 18 quarters since.
  • Newbridge Financial Services Group's Barings BDC position peaked at $248K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.