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Prime Capital Investment Advisors’s Barings BDC BBDC Stock Holding History

Prime Capital 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
2026
Q2 		$608K Sell
71,366
-4,000
-5% -$34.4K 0.01% 643
2026
Q1 		$620K Sell
75,366
-13
-0% -$114 0.01% 620
2025
Q4 		$692K Sell
75,379
-9,356
-11% -$82.9K 0.01% 568
2025
Q3 		$742K Buy
84,735
+22,570
+36% +$212K 0.01% 542
2025
Q2 		$568K Sell
62,165
-8,968
-13% -$79.7K 0.01% 577
2025
Q1 		$679K Buy
71,133
+4,091
+6% +$40.4K 0.01% 582
2024
Q4 		$642K Sell
67,042
-8,725
-12% -$85.3K 0.01% 518
2024
Q3 		$743K Sell
75,767
-1,123
-1% -$11.1K 0.01% 495
2024
Q2 		$748K Buy
76,890
+71
+0.1% +$680 0.01% 489
2024
Q1 		$714K Sell
76,819
-22,754
-23% -$208K 0.01% 533
2023
Q4 		$854K Sell
99,573
-10,095
-9% -$89.8K 0.01% 461
2023
Q3 		$977K Sell
109,668
-1,759
-2% -$15.1K 0.02% 346
2023
Q2 		$874K Buy
111,427
+14,914
+15% +$114K 0.02% 382
2023
Q1 		$766K Sell
96,513
-10,298
-10% -$86.4K 0.03% 285
2022
Q4 		$871K Buy
106,811
+2,387
+2% +$20.7K 0.03% 257
2022
Q3 		$864K Sell
104,424
-2,318
-2% -$22.4K 0.05% 183
2022
Q2 		$994K Buy
+106,742
New +$1.08M 0.06% 174

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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prime Capital Investment Advisors's BBDC Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Barings BDC (BBDC) stake by 5.3% in Q2 2026, selling an estimated $34.4K and leaving 71,366 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #643.

Prime Capital Investment Advisors first reported a position in BBDC in Q2 2022 and has held it in 17 quarters since. The position peaked at $994K in Q2 2022. 129 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Prime Capital Investment Advisors held 71,366 shares of Barings BDC worth $608K as of Q2 2026.
  • Prime Capital Investment Advisors sold 4,000 Barings BDC shares in Q2 2026, an estimated $34.4K.
  • Barings BDC made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #643 holding.
  • Prime Capital Investment Advisors first reported a position in Barings BDC in Q2 2022 and has held it in 17 quarters since.
  • Prime Capital Investment Advisors's Barings BDC position peaked at $994K in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.