Triumph Capital Management’s Barings BDC BBDC Stock Holding History

Triumph 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	$208K	Hold	24,366	–	–	0.04%	353
2026 Q1	$201K	Hold	24,366	–	–	0.04%	334
2025 Q4	$224K	Hold	24,366	–	–	0.05%	291
2025 Q3	$213K	Hold	24,366	–	–	0.06%	298
2025 Q2	$223K	Hold	24,366	–	–	0.07%	265
2025 Q1	$232K	Hold	24,366	–	–	0.08%	243
2024 Q4	$233K	Hold	24,366	–	–	0.08%	247
2024 Q3	$239K	Hold	24,366	–	–	0.09%	239
2024 Q2	$237K	Sell	24,366 -65	-0.3%	-$623	0.09%	204
2024 Q1	$225K	Sell	24,431 -2,998	-11%	-$27.4K	0.09%	198
2023 Q4	$235K	Hold	27,429	–	–	0.1%	179
2023 Q3	$244K	Hold	27,429	–	–	0.11%	183
2023 Q2	$215K	Buy	+27,429	New	+$210K	0.1%	199

Other funds holding BBDC

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

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 New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

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

Triumph Capital Management held its Barings BDC (BBDC) position steady in Q2 2026 at 24,366 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #353.

Triumph Capital Management first reported a position in BBDC in Q2 2023 and has held it in 13 quarters since. The position peaked at $244K in Q3 2023. 202 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

Triumph Capital Management held 24,366 shares of Barings BDC worth $208K as of Q2 2026.
Triumph Capital Management left its Barings BDC share count unchanged in Q2 2026.
Barings BDC made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #353 holding.
Triumph Capital Management first reported a position in Barings BDC in Q2 2023 and has held it in 13 quarters since.
Triumph Capital Management's Barings BDC position peaked at $244K in Q3 2023.
202 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.