Private Advisor Group
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Private Advisor Group’s Barings BDC BBDC Stock Holding History

Private Advisor 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
Q3 		$141K Buy
+16,350
New +$144K ﹤0.01% 2947
2026
Q1 		– Sell
-23,257
Closed -$213K – 2722
2025
Q4 		$213K Buy
+23,257
New +$206K ﹤0.01% 2366
2022
Q2 		– Sell
-11,304
Closed -$117K – 2122
2022
Q1 		$117K Buy
+11,304
New +$121K ﹤0.01% 1976

Other funds holding BBDC

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 34.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Private Advisor Group's BBDC Position: Q3 2026 in Review

Private Advisor Group opened a new position in Barings BDC (BBDC) in Q3 2026: 16,350 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #2947 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in BBDC as recently as Q4 2025.

Private Advisor Group first reported a position in BBDC in Q1 2022 and has held it in 3 quarters since. The position peaked at $213K in Q4 2025. 171 funds tracked by Wall St. Rank hold BBDC as of Q3 2026.

  • Private Advisor Group held 16,350 shares of Barings BDC worth $141K as of Q3 2026.
  • Barings BDC was a new Private Advisor Group position in Q3 2026.
  • Barings BDC made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2947 holding.
  • Private Advisor Group first reported a position in Barings BDC in Q1 2022 and has held it in 3 quarters since.
  • Private Advisor Group's Barings BDC position peaked at $213K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Barings BDC as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.