SI
BBDC icon

Saxon Interests’s Barings BDC BBDC Stock Holding History

Saxon Interests’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 		$753K Buy
91,509
+3,127
+4% +$27.4K 0.26% 99
2025
Q4 		$811K Buy
+88,382
New +$783K 0.28% 82

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Saxon Interests's BBDC Position: Q1 2026 in Review

Saxon Interests increased its Barings BDC (BBDC) stake by 3.5% in Q1 2026, buying an estimated $27.4K and bringing the position to 91,509 shares worth $753K. The position accounts for 0.26% of the portfolio, ranked #99.

Saxon Interests first reported a position in BBDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $811K in Q4 2025. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Saxon Interests held 91,509 shares of Barings BDC worth $753K as of Q1 2026.
  • Saxon Interests bought 3,127 Barings BDC shares in Q1 2026, an estimated $27.4K.
  • Barings BDC made up 0.26% of Saxon Interests's portfolio in Q1 2026, its #99 holding.
  • Saxon Interests first reported a position in Barings BDC in Q4 2025 and has held it in 2 quarters since.
  • Saxon Interests's Barings BDC position peaked at $811K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.