Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Barings BDC BBDC Stock Holding History

Sumitomo Mitsui Trust Group’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
Q3 		$5.08M Buy
589,412
+12,000
+2% +$106K ﹤0.01% 703
2026
Q2 		$4.92M Hold
577,412
– – ﹤0.01% 728
2026
Q1 		$4.75M Hold
577,412
– – ﹤0.01% 721
2025
Q4 		$5.3M Buy
577,412
+91,314
+19% +$809K ﹤0.01% 728
2025
Q3 		$4.26M Buy
486,098
+194,725
+67% +$1.83M ﹤0.01% 747
2025
Q2 		$2.66M Buy
291,373
+28,463
+11% +$253K ﹤0.01% 774
2025
Q1 		$2.51M Buy
262,910
+20,680
+9% +$204K ﹤0.01% 780
2024
Q4 		$2.32M Sell
242,230
-10,288
-4% -$101K ﹤0.01% 809
2024
Q3 		$2.47M Buy
252,518
+70,722
+39% +$702K ﹤0.01% 814
2024
Q2 		$1.77M Sell
181,796
-10,770
-6% -$103K ﹤0.01% 845
2024
Q1 		$1.79M Sell
192,566
-62,921
-25% -$574K ﹤0.01% 908
2023
Q4 		$2.19M Hold
255,487
– – ﹤0.01% 894
2023
Q3 		$2.28M Hold
255,487
– – ﹤0.01% 901
2023
Q2 		$2M Hold
255,487
– – ﹤0.01% 925
2023
Q1 		$2.03M Sell
255,487
-15,900
-6% -$133K ﹤0.01% 909
2022
Q4 		$2.21M Buy
271,387
+42,213
+18% +$365K ﹤0.01% 924
2022
Q3 		$1.9M Hold
229,174
– – ﹤0.01% 942
2022
Q2 		$2.13M Buy
229,174
+9,980
+5% +$101K ﹤0.01% 943
2022
Q1 		$2.27M Hold
219,194
– – ﹤0.01% 938
2021
Q4 		$2.42M Sell
219,194
-67,173
-23% -$742K ﹤0.01% 913
2021
Q3 		$3.16M Hold
286,367
– – ﹤0.01% 883
2021
Q2 		$3.02M Hold
286,367
– – ﹤0.01% 897
2021
Q1 		$2.86M Hold
286,367
– – ﹤0.01% 887
2020
Q4 		$2.64M Buy
286,367
+33,701
+13% +$286K ﹤0.01% 883
2020
Q3 		$2.02M Sell
252,666
-6,800
-3% -$54.1K ﹤0.01% 891
2020
Q2 		$2.06M Hold
259,466
– – ﹤0.01% 883
2020
Q1 		$1.94M Buy
+259,466
New +$2.46M ﹤0.01% 872

Other funds holding BBDC

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
SI
Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BBDC Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Barings BDC (BBDC) stake by 2.1% in Q3 2026, buying an estimated $106K and bringing the position to 589,412 shares worth $5.08M. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Sumitomo Mitsui Trust Group first reported a position in BBDC in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.3M in Q4 2025. 59 funds tracked by Wall St. Rank hold BBDC as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 589,412 shares of Barings BDC worth $5.08M as of Q3 2026.
  • Sumitomo Mitsui Trust Group bought 12,000 Barings BDC shares in Q3 2026, an estimated $106K.
  • Barings BDC made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #703 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Barings BDC in Q1 2020 and has held it in 27 quarters since.
  • Sumitomo Mitsui Trust Group's Barings BDC position peaked at $5.3M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Barings BDC as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.