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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
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 $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

Sowell Financial Services's BBDC Position: Q1 2026 in Review

Sowell Financial Services reduced its Barings BDC (BBDC) stake by 8.9% in Q1 2026, selling an estimated $14.7K and leaving 17,084 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #1081.

Sowell Financial Services first reported a position in BBDC in Q1 2023 and has held it in 6 quarters since. The position peaked at $172K in Q4 2025. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Sowell Financial Services held 17,084 shares of Barings BDC worth $141K as of Q1 2026.
  • Sowell Financial Services sold 1,674 Barings BDC shares in Q1 2026, an estimated $14.7K.
  • Barings BDC made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #1081 holding.
  • Sowell Financial Services first reported a position in Barings BDC in Q1 2023 and has held it in 6 quarters since.
  • Sowell Financial Services's Barings BDC position peaked at $172K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.