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Sequoia Financial Advisors’s Barings BDC BBDC Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-14,854
Closed -$136K – 1942
2025
Q4 		$136K Sell
14,854
-1,817
-11% -$16.1K ﹤0.01% 1852
2025
Q3 		$146K Sell
16,671
-14,155
-46% -$133K ﹤0.01% 1663
2025
Q2 		$282K Sell
30,826
-1,817
-6% -$16.1K ﹤0.01% 1297
2025
Q1 		$311K Sell
32,643
-4,426
-12% -$43.7K ﹤0.01% 1046
2024
Q4 		$355K Sell
37,069
-2,490
-6% -$24.3K ﹤0.01% 946
2024
Q3 		$388K Hold
39,559
– – ﹤0.01% 852
2024
Q2 		$385K Sell
39,559
-235
-0.6% -$2.25K ﹤0.01% 795
2024
Q1 		$370K Hold
39,794
– – ﹤0.01% 787
2023
Q4 		$341K Buy
+39,794
New +$354K ﹤0.01% 871

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