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Sowell Financial Services’s Barings BDC BBDC Stock Holding History

Sowell Financial Services’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
-17,084
Closed -$141K – 1164
2026
Q1 		$141K Sell
17,084
-1,674
-9% -$14.7K 0.01% 1081
2025
Q4 		$172K Buy
18,758
+7,236
+63% +$64.1K 0.01% 1048
2025
Q3 		$101K Buy
11,522
+24
+0.2% +$226 ﹤0.01% 1038
2025
Q2 		$105K Sell
11,498
-401
-3% -$3.56K ﹤0.01% 1008
2025
Q1 		$114K Buy
+11,899
New +$117K 0.01% 971
2023
Q2 		– Sell
-10,705
Closed -$85K – 578
2023
Q1 		$85K Buy
+10,705
New +$89.8K 0.01% 733

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Two Sigma Investments
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

Sowell Financial Services's BBDC Position: Q2 2026 in Review

Sowell Financial Services sold out of Barings BDC (BBDC) in Q2 2026, closing a stake of 17,084 shares — an estimated $141K sold.

Sowell Financial Services first reported a position in BBDC in Q1 2023 and held it in 6 quarters. The position peaked at $172K in Q4 2025. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Sowell Financial Services reported no remaining Barings BDC position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 17,084 Barings BDC shares in Q2 2026, an estimated $141K.
  • Sowell Financial Services first reported a position in Barings BDC in Q1 2023 and held it in 6 quarters.
  • Sowell Financial Services's Barings BDC position peaked at $172K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.