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
Q3 		$929K Buy
107,772
+2,716
+3% +$23.9K 0.32% 73
2026
Q2 		$895K Buy
105,056
+13,547
+15% +$116K 0.25% 85
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Saxon Interests's BBDC Position: Q3 2026 in Review

Saxon Interests increased its Barings BDC (BBDC) stake by 2.6% in Q3 2026, buying an estimated $23.9K and bringing the position to 107,772 shares worth $929K. The position accounts for 0.32% of the portfolio, ranked #73.

Saxon Interests first reported a position in BBDC in Q4 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold BBDC as of Q3 2026.

  • Saxon Interests held 107,772 shares of Barings BDC worth $929K as of Q3 2026.
  • Saxon Interests bought 2,716 Barings BDC shares in Q3 2026, an estimated $23.9K.
  • Barings BDC made up 0.32% of Saxon Interests's portfolio in Q3 2026, its #73 holding.
  • Saxon Interests first reported a position in Barings BDC in Q4 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Barings BDC as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.