SCM
BBDC icon

Sunbeam Capital Management’s Barings BDC BBDC Stock Holding History

Sunbeam Capital 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
2026
Q2 		$241K Hold
28,257
– – 0.11% 112
2026
Q1 		$233K Hold
28,257
– – 0.13% 99
2025
Q4 		$259K Buy
28,257
+8,257
+41% +$73.1K 0.15% 90
2025
Q3 		$175K Buy
+20,000
New +$188K 0.11% 103

Other funds holding BBDC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Sunbeam Capital Management's BBDC Position: Q2 2026 in Review

Sunbeam Capital Management held its Barings BDC (BBDC) position steady in Q2 2026 at 28,257 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #112.

Sunbeam Capital Management first reported a position in BBDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 66 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

  • Sunbeam Capital Management held 28,257 shares of Barings BDC worth $241K as of Q2 2026.
  • Sunbeam Capital Management left its Barings BDC share count unchanged in Q2 2026.
  • Barings BDC made up 0.11% of Sunbeam Capital Management's portfolio in Q2 2026, its #112 holding.
  • Sunbeam Capital Management first reported a position in Barings BDC in Q3 2025 and has held it in 4 quarters since.
  • Sunbeam Capital Management's Barings BDC position peaked at $259K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.