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 Q2	–	Sell	-11,020	Closed	-$90.7K	–	1026
2026 Q1	$90.7K	Buy	+11,020	New	+$96.6K	0.01%	730

Other funds holding BBDC

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

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 New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Simplicity Wealth's BBDC Position: Q2 2026 in Review

Simplicity Wealth sold out of Barings BDC (BBDC) in Q2 2026, closing a stake of 11,020 shares — an estimated $90.7K sold.

Simplicity Wealth first reported a position in BBDC in Q1 2026 and held it in 1 quarter. The position peaked at $90.7K in Q1 2026. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

Simplicity Wealth reported no remaining Barings BDC position as of Q2 2026 after selling out during the quarter.
Simplicity Wealth sold 11,020 Barings BDC shares in Q2 2026, an estimated $90.7K.
Simplicity Wealth first reported a position in Barings BDC in Q1 2026 and held it in 1 quarter.
Simplicity Wealth's Barings BDC position peaked at $90.7K in Q1 2026.
203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.