SCM
BBDC icon

Saxony Capital Management’s Barings BDC BBDC Stock Holding History

Saxony Capital Management’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 		– Sell
-12,389
Closed -$102K – 188
2026
Q1 		$102K Buy
+12,389
New +$109K 0.06% 159

Other funds holding BBDC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Saxony Capital Management's BBDC Position: Q2 2026 in Review

Saxony Capital Management sold out of Barings BDC (BBDC) in Q2 2026, closing a stake of 12,389 shares — an estimated $102K sold.

Saxony Capital Management first reported a position in BBDC in Q1 2026 and held it in 1 quarter. The position peaked at $102K in Q1 2026. 13 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Saxony Capital Management reported no remaining Barings BDC position as of Q2 2026 after selling out during the quarter.
  • Saxony Capital Management sold 12,389 Barings BDC shares in Q2 2026, an estimated $102K.
  • Saxony Capital Management first reported a position in Barings BDC in Q1 2026 and held it in 1 quarter.
  • Saxony Capital Management's Barings BDC position peaked at $102K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.