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BBDC icon

NewEdge Advisors’s Barings BDC BBDC Stock Holding History

NewEdge Advisors’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
2025
Q4 		– Sell
-2,193
Closed -$19.2K – 4226
2025
Q3 		$19.2K Hold
2,193
– – ﹤0.01% 3139
2025
Q2 		$20K Hold
2,193
– – ﹤0.01% 2961
2025
Q1 		$20.9K Hold
2,193
– – ﹤0.01% 2847
2024
Q4 		$21K Hold
2,193
– – ﹤0.01% 2794
2024
Q3 		$21.5K Hold
2,193
– – ﹤0.01% 2695
2024
Q2 		$21.3K Hold
2,193
– – ﹤0.01% 2602
2024
Q1 		$20.4K Sell
2,193
-1,156
-35% -$10.6K ﹤0.01% 2618
2023
Q4 		$28.7K Buy
3,349
+33
+1% +$294 ﹤0.01% 2431
2023
Q3 		$29.5K Buy
3,316
+123
+4% +$1.06K ﹤0.01% 2261
2023
Q2 		$25K Hold
3,193
– – ﹤0.01% 2311
2023
Q1 		$25.4K Buy
3,193
+450
+16% +$3.78K ﹤0.01% 2252
2022
Q4 		$22 Buy
+2,743
New +$23.7K ﹤0.01% 3580

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NewEdge Advisors's BBDC Position: Q4 2025 in Review

NewEdge Advisors sold out of Barings BDC (BBDC) in Q4 2025, closing a stake of 2,193 shares — an estimated $19.2K sold.

NewEdge Advisors first reported a position in BBDC in Q4 2022 and held it in 12 quarters. The position peaked at $29.5K in Q3 2023. 218 funds tracked by Wall St. Rank hold BBDC as of Q4 2025.

  • NewEdge Advisors reported no remaining Barings BDC position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 2,193 Barings BDC shares in Q4 2025, an estimated $19.2K.
  • NewEdge Advisors first reported a position in Barings BDC in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's Barings BDC position peaked at $29.5K in Q3 2023.
  • 218 funds tracked by Wall St. Rank held Barings BDC as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.