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
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 		$2.63M 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

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

Sumitomo Mitsui Trust Group's BBDC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its Barings BDC (BBDC) position steady in Q2 2026 at 577,412 shares worth $4.92M. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Sumitomo Mitsui Trust Group first reported a position in BBDC in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.3M in Q4 2025. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 577,412 shares of Barings BDC worth $4.92M as of Q2 2026.
  • Sumitomo Mitsui Trust Group left its Barings BDC share count unchanged in Q2 2026.
  • Barings BDC made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #728 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Barings BDC in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Barings BDC position peaked at $5.3M in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.