Security National Bank’s Barings BDC BBDC Stock Holding History

Security National Bank’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	$55.2K	Buy	+6,481	New	+$55.7K	0.01%	237

Other funds holding BBDC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Security National Bank's BBDC Position: Q2 2026 in Review

Security National Bank opened a new position in Barings BDC (BBDC) in Q2 2026: 6,481 shares worth $55.2K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings.

16 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

Security National Bank held 6,481 shares of Barings BDC worth $55.2K as of Q2 2026.
Barings BDC was a new Security National Bank position in Q2 2026.
Barings BDC made up 0.01% of Security National Bank's portfolio in Q2 2026, its #237 holding.
16 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.