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Prevail Innovative Wealth Advisors’s Barings BDC BBDC Stock Holding History

Prevail Innovative Wealth 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
-81,865
Closed -$717K – 192
2025
Q3 		$717K Buy
+81,865
New +$771K 0.14% 159
2024
Q2 		– Sell
-303,004
Closed -$2.82M – 150
2024
Q1 		$2.82M Buy
303,004
+15,953
+6% +$146K 1.05% 23
2023
Q4 		$2.46M Buy
287,051
+6,826
+2% +$60.7K 1.18% 30
2023
Q3 		$2.5M Buy
+280,225
New +$2.41M 1.3% 24

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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

Prevail Innovative Wealth Advisors's BBDC Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Barings BDC (BBDC) in Q4 2025, closing a stake of 81,865 shares — an estimated $717K sold.

Prevail Innovative Wealth Advisors first reported a position in BBDC in Q3 2023 and held it in 4 quarters. The position peaked at $2.82M in Q1 2024. 218 funds tracked by Wall St. Rank hold BBDC as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Barings BDC position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 81,865 Barings BDC shares in Q4 2025, an estimated $717K.
  • Prevail Innovative Wealth Advisors first reported a position in Barings BDC in Q3 2023 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's Barings BDC position peaked at $2.82M in Q1 2024.
  • 218 funds tracked by Wall St. Rank held Barings BDC as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.