BFSG, LLC

Position in BBDC — Barings BDC, Inc.

CIK 1706836 IRVINE, CA

Position in BBDC

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$190,812

-$11,148 QoQ

Shares Held

23,185

+5.4% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

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

Financial Services · as of Mar 31, 2026

BFSG, LLC holds $5,055,330 across 25 Asset Management names. BBDC ranks #8 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	6,214	$2,761,501
2	STT	State Street Corp	2,636	$333,612
3	CG	Carlyle Group Inc.	5,266	$254,821
4	DBRG	DigitalBridge Group, Inc.	16,361	$252,286
5	OBDC	Blue Owl Capital Corp	22,427	$248,042
6	OCSL	Oaktree Specialty Lending Corp	21,386	$241,661
7	BN	BROOKFIELD Corp /ON/	5,403	$218,659
8	BBDC	Barings BDC, Inc. This page	23,185	$190,812

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$190,812	23,185	+5.4%	Shares	Sole	2026-04-29
2025-12-31	$201,960	22,000	+14.0%	Shares	Sole	2026-01-22
2025-09-30	$169,068	19,300	-3.8%	Shares	Sole	2025-10-29
2025-06-30	$183,439	20,070	+1.0%	Shares	Sole	2025-07-15
2025-03-31	$189,655	19,880	0.0%	Shares	Sole	2025-04-18
2024-12-31	$190,251	19,880	-5.4%	Shares	Sole	2025-01-31
2024-09-30	$205,898	21,010	0.0%	Shares	Sole	2024-10-16
2024-06-30	$204,427	21,010	0.0%	Shares	Sole	2024-07-29
2024-03-31	$195,393	21,010	0.0%	Shares	Sole	2024-04-23
2023-12-31	$180,265	21,010	+0.5%	Shares	Sole	2024-04-23
2023-09-30	$186,308	20,910	—	Shares	Sole	2023-10-20
No filing history on record for this holder in this stock.