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Simplicity Wealth’s Barings BDC BBDC Stock Holding History

Simplicity Wealth’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 		$90.7K Buy
+11,020
New +$96.6K 0.01% 730

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

Simplicity Wealth's BBDC Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Barings BDC (BBDC) in Q1 2026: 11,020 shares worth $90.7K. The stake represents 0.01% of the portfolio and ranks #730 among its holdings.

211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Simplicity Wealth held 11,020 shares of Barings BDC worth $90.7K as of Q1 2026.
  • Barings BDC was a new Simplicity Wealth position in Q1 2026.
  • Barings BDC made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #730 holding.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.