Financial Gravity Asset Management, Inc.

Position in BBDC — Barings BDC, Inc.

CIK 1741736 Lakeway, TX

Position in BBDC

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,977,669

+$1,796,264 QoQ

Shares Held

240,300

+1116.0% QoQ

Ownership

0.229%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#29

of 204 holders

Holding Since

Jun 2022

11 quarters on record

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

Financial Services · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $8,930,552 across 35 Asset Management names. BBDC ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSK	FS KKR Capital Corp	218,509	$2,224,421
2	BBDC	Barings BDC, Inc. This page	240,300	$1,977,669
3	BPRE	Bluerock Private Real Estate Fund	112,043	$1,861,034
4	ARCC	Ares Capital Corp	45,620	$822,072
5	OBDC	Blue Owl Capital Corp	61,458	$679,725
6	CION	CION Investment Corp	85,834	$587,104
7	FSCO	FS Credit Opportunities Corp.	41,116	$209,691
8	VFL	abrdn National Municipal Income Fund	8,103	$80,705

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,977,669	240,300	+1116.0%	Shares	Sole	2026-05-08
2025-12-31	$181,405	19,761	+7.4%	Shares	Sole	2026-02-13
2025-09-30	$161,113	18,392	-93.9%	Shares	Sole	2025-11-14
2025-03-31	$2,878,399	301,719	+4289.9%	Shares	Sole	2025-04-30
2024-06-30	$66,874	6,873	-51.1%	Shares	Sole	2024-08-06
2024-03-31	$130,674	14,051	0.0%	Shares	Sole	2024-06-26
2023-12-31	$120,557	14,051	-94.7%	Shares	Sole	2024-06-26
2023-09-30	$2,378,686	266,969	+1692.9%	Shares	Sole	2023-11-16
2023-06-30	$116,737	14,890	0.0%	Shares	Sole	2023-08-09
2023-03-31	$118,225	14,890	+7.9%	Shares	Sole	2023-05-12
2022-06-30	$128,486	13,801	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.