SAG
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SageView Advisory Group’s Barings BDC BBDC Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,479
Closed -$13.6K – 752
2025
Q4 		$13.6K Buy
+1,479
New +$13.1K ﹤0.01% 1603

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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's BBDC Position: Q1 2026 in Review

SageView Advisory Group sold out of Barings BDC (BBDC) in Q1 2026, closing a stake of 1,479 shares — an estimated $13.6K sold.

SageView Advisory Group first reported a position in BBDC in Q4 2025 and held it in 1 quarter. The position peaked at $13.6K in Q4 2025. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • SageView Advisory Group reported no remaining Barings BDC position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,479 Barings BDC shares in Q1 2026, an estimated $13.6K.
  • SageView Advisory Group first reported a position in Barings BDC in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Barings BDC position peaked at $13.6K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.