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Register Financial Advisors’s Barings BDC BBDC Stock Holding History

Register Financial 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 		$106K Buy
12,438
+54
+0.4% +$464 0.03% 272
2026
Q1 		$102K Buy
12,384
+54
+0.4% +$473 0.04% 249
2025
Q4 		$113K Buy
12,330
+47
+0.4% +$416 0.04% 235
2025
Q3 		$108K Buy
12,283
+52
+0.4% +$489 0.04% 235
2025
Q2 		$112K Buy
12,231
+53
+0.4% +$471 0.05% 229
2025
Q1 		$116K Buy
12,178
+47
+0.4% +$464 0.06% 205
2024
Q4 		$116K Buy
12,131
+38
+0.3% +$371 0.06% 209
2024
Q3 		$119K Buy
12,093
+38
+0.3% +$377 0.06% 203
2024
Q2 		$117K Buy
12,055
+36
+0.3% +$345 0.06% 235
2024
Q1 		$112K Sell
12,019
-963
-7% -$8.79K 0.06% 243
2023
Q4 		$111K Buy
12,982
+38
+0.3% +$338 0.07% 183
2023
Q3 		$115K Sell
12,944
-1,763
-12% -$15.2K 0.08% 181
2023
Q2 		$115K Buy
14,707
+39
+0.3% +$299 0.08% 182
2023
Q1 		$116K Buy
14,668
+39
+0.3% +$327 0.09% 178
2022
Q4 		$119K Buy
+14,629
New +$127K 0.08% 213

Other funds holding BBDC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Register Financial Advisors's BBDC Position: Q2 2026 in Review

Register Financial Advisors increased its Barings BDC (BBDC) stake by 0.44% in Q2 2026, buying an estimated $464 and bringing the position to 12,438 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #272.

Register Financial Advisors first reported a position in BBDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $119K in Q4 2022. 66 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Register Financial Advisors held 12,438 shares of Barings BDC worth $106K as of Q2 2026.
  • Register Financial Advisors bought 54 Barings BDC shares in Q2 2026, an estimated $464.
  • Barings BDC made up 0.03% of Register Financial Advisors's portfolio in Q2 2026, its #272 holding.
  • Register Financial Advisors first reported a position in Barings BDC in Q4 2022 and has held it in 15 quarters since.
  • Register Financial Advisors's Barings BDC position peaked at $119K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.