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Smartleaf Asset Management’s Barings BDC BBDC Stock Holding History

Smartleaf Asset Management’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
2025
Q2 		– Sell
-162
Closed -$1.56K – 2744
2025
Q1 		$1.56K Hold
162
– – ﹤0.01% 2526
2024
Q4 		$1.54K Hold
162
– – ﹤0.01% 2587
2024
Q3 		$1.6K Hold
162
– – ﹤0.01% 2549
2024
Q2 		$1.57K Buy
+162
New +$1.55K ﹤0.01% 2308

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smartleaf Asset Management's BBDC Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Barings BDC (BBDC) in Q2 2025, closing a stake of 162 shares — an estimated $1.56K sold.

Smartleaf Asset Management first reported a position in BBDC in Q2 2024 and held it in 4 quarters. The position peaked at $1.6K in Q3 2024. 196 funds tracked by Wall St. Rank hold BBDC as of Q2 2025.

  • Smartleaf Asset Management reported no remaining Barings BDC position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 162 Barings BDC shares in Q2 2025, an estimated $1.56K.
  • Smartleaf Asset Management first reported a position in Barings BDC in Q2 2024 and held it in 4 quarters.
  • Smartleaf Asset Management's Barings BDC position peaked at $1.6K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Barings BDC as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.