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Salem Investment Counselors’s Barings BDC BBDC Stock Holding History

Salem Investment Counselors’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
2025
Q2 		– Sell
-40
Closed -$382 – 1183
2025
Q1 		$382 Hold
40
– – ﹤0.01% 1155
2024
Q4 		$383 Buy
+40
New +$391 ﹤0.01% 1126
2022
Q4 		– Sell
-1,200
Closed -$10K – 1104
2022
Q3 		$10K Buy
+1,200
New +$11.6K ﹤0.01% 747
2018
Q3 		– Sell
-2,000
Closed -$23K – 455
2018
Q2 		$23K Hold
2,000
– – ﹤0.01% 370
2018
Q1 		$22K Hold
2,000
– – ﹤0.01% 376
2017
Q4 		$19K Sell
2,000
-112,200
-98% -$1.23M ﹤0.01% 405
2017
Q3 		$1.63M Sell
114,200
-4,825
-4% -$72.7K 0.19% 97
2017
Q2 		$2.1M Buy
119,025
+17,275
+17% +$314K 0.24% 83
2017
Q1 		$1.94M Buy
101,750
+31,225
+44% +$599K 0.21% 108
2016
Q4 		$1.29M Buy
70,525
+27,600
+64% +$517K 0.15% 114
2016
Q3 		$8.46K Buy
+42,925
New +$848K 0.11% 127

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salem Investment Counselors's BBDC Position: Q2 2025 in Review

Salem Investment Counselors sold out of Barings BDC (BBDC) in Q2 2025, closing a stake of 40 shares — an estimated $382 sold.

Salem Investment Counselors first reported a position in BBDC in Q3 2016 and held it in 11 quarters. The position peaked at $2.1M in Q2 2017. 196 funds tracked by Wall St. Rank hold BBDC as of Q2 2025.

  • Salem Investment Counselors reported no remaining Barings BDC position as of Q2 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 40 Barings BDC shares in Q2 2025, an estimated $382.
  • Salem Investment Counselors first reported a position in Barings BDC in Q3 2016 and held it in 11 quarters.
  • Salem Investment Counselors's Barings BDC position peaked at $2.1M in Q2 2017.
  • 196 funds tracked by Wall St. Rank held Barings BDC as of Q2 2025.

Based on Salem Investment Counselors's 13F filing for Q2 2025, filed 7 Jul 2025.