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Total Investment Management’s Barings BDC BBDC Stock Holding History

Total Investment 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
2025
Q3 		– Sell
-870
Closed -$7.95K – 158
2025
Q2 		$7.95K Buy
+870
New +$7.73K ﹤0.01% 365

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Total Investment Management's BBDC Position: Q3 2025 in Review

Total Investment Management sold out of Barings BDC (BBDC) in Q3 2025, closing a stake of 870 shares — an estimated $7.95K sold.

Total Investment Management first reported a position in BBDC in Q2 2025 and held it in 1 quarter. The position peaked at $7.95K in Q2 2025. 210 funds tracked by Wall St. Rank hold BBDC as of Q3 2025.

  • Total Investment Management reported no remaining Barings BDC position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 870 Barings BDC shares in Q3 2025, an estimated $7.95K.
  • Total Investment Management first reported a position in Barings BDC in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's Barings BDC position peaked at $7.95K in Q2 2025.
  • 210 funds tracked by Wall St. Rank held Barings BDC as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.