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Panoramic Investment Advisors’s Barings BDC BBDC Stock Holding History

Panoramic Investment 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
Q3 		– Sell
-10,931
Closed -$99.9K – 127
2025
Q2 		$99.9K Sell
10,931
-8,096
-43% -$72K 0.06% 121
2025
Q1 		$182K Hold
19,027
– – 0.12% 113
2024
Q4 		$182K Sell
19,027
-1,974
-9% -$19.3K 0.12% 116
2024
Q3 		$206K Buy
+21,001
New +$209K 0.14% 112
2024
Q1 		$247K Sell
26,542
-3,285
-11% -$30K 0.18% 101
2023
Q4 		$256K Sell
29,827
-1,085
-4% -$9.65K 0.22% 90
2023
Q3 		$275K Buy
+30,912
New +$266K 0.25% 80
2022
Q4 		$280K Buy
+34,388
New +$298K 0.29% 76

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Panoramic Investment Advisors's BBDC Position: Q3 2025 in Review

Panoramic Investment Advisors sold out of Barings BDC (BBDC) in Q3 2025, closing a stake of 10,931 shares — an estimated $99.9K sold.

Panoramic Investment Advisors first reported a position in BBDC in Q4 2022 and held it in 8 quarters. The position peaked at $280K in Q4 2022. 210 funds tracked by Wall St. Rank hold BBDC as of Q3 2025.

  • Panoramic Investment Advisors reported no remaining Barings BDC position as of Q3 2025 after selling out during the quarter.
  • Panoramic Investment Advisors sold 10,931 Barings BDC shares in Q3 2025, an estimated $99.9K.
  • Panoramic Investment Advisors first reported a position in Barings BDC in Q4 2022 and held it in 8 quarters.
  • Panoramic Investment Advisors's Barings BDC position peaked at $280K in Q4 2022.
  • 210 funds tracked by Wall St. Rank held Barings BDC as of Q3 2025.

Based on Panoramic Investment Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.