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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 $5.64B AUM 18.33% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sequoia Financial Advisors's BBDC Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Barings BDC (BBDC) in Q1 2026, closing a stake of 14,854 shares — an estimated $136K sold.

Sequoia Financial Advisors first reported a position in BBDC in Q4 2023 and held it in 9 quarters. The position peaked at $388K in Q3 2024. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Barings BDC position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 14,854 Barings BDC shares in Q1 2026, an estimated $136K.
  • Sequoia Financial Advisors first reported a position in Barings BDC in Q4 2023 and held it in 9 quarters.
  • Sequoia Financial Advisors's Barings BDC position peaked at $388K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.