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SageGuard Financial Group’s Barings BDC BBDC Stock Holding History

SageGuard Financial 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
Q2 		$902K Sell
105,864
-2,253
-2% -$19.4K 0.13% 106
2026
Q1 		$890K Buy
108,117
+905
+0.8% +$7.93K 0.14% 99
2025
Q4 		$984K Buy
+107,212
New +$950K 0.16% 88

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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SageGuard Financial Group's BBDC Position: Q2 2026 in Review

SageGuard Financial Group reduced its Barings BDC (BBDC) stake by 2.1% in Q2 2026, selling an estimated $19.4K and leaving 105,864 shares worth $902K. The position accounts for 0.13% of the portfolio, ranked #106.

SageGuard Financial Group first reported a position in BBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $984K in Q4 2025. 98 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • SageGuard Financial Group held 105,864 shares of Barings BDC worth $902K as of Q2 2026.
  • SageGuard Financial Group sold 2,253 Barings BDC shares in Q2 2026, an estimated $19.4K.
  • Barings BDC made up 0.13% of SageGuard Financial Group's portfolio in Q2 2026, its #106 holding.
  • SageGuard Financial Group first reported a position in Barings BDC in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Barings BDC position peaked at $984K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.