&PARTNERS

Position in BBDC — Barings BDC, Inc.

CIK 107136 NASHVILLE, TN

Position in BBDC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$834,604

-$64,209 QoQ

Shares Held

101,410

+3.6% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

&PARTNERS holds $307,785,038 across 195 Asset Management names. BBDC ranks #79 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	83,909	$80,696,124
2	BX	Blackstone Inc.	182,664	$21,004,533
3	CSQ	Calamos Strategic Total Return Fund	555,192	$9,504,887
4	ARCC	Ares Capital Corp	407,399	$7,341,329
5	KKR	KKR & Co. Inc.	70,348	$6,507,190
6	CEF	Sprott Physical Gold & Silver Trust	133,884	$6,388,944
7	STT	State Street Corp	41,378	$5,236,799
8	AMP	Ameriprise Financial Inc	9,362	$4,160,472

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$834,604	101,410	+3.6%	Shares	Sole	2026-05-15
2025-12-31	$898,813	97,910	0.0%	Shares	Sole	2026-02-17
2025-09-30	$857,691	97,910	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$914,786	100,086	+2.1%	Shares	Sole	2025-08-14
2025-03-31	$935,501	98,061	+5.4%	Shares	Sole	2025-05-15
2024-12-31	$890,593	93,061	+4.1%	Shares	Sole	2025-02-14
2024-09-30	$876,316	89,420	+142.0%	Shares	Sole	2024-11-14
2024-06-30	$359,523	36,950	+6.3%	Shares	Sole	2024-07-24
2024-03-31	$323,175	34,750	0.0%	Shares	Sole	2024-04-11
2023-12-31	$298,155	34,750	—	Shares	Sole	2024-01-09
No filing history on record for this holder in this stock.