BESSEMER GROUP INC JNK β€” SPDR BBG BARCLAYS HY BOND

Ownership history in BESSEMER GROUP INC  Β·  17 quarters on record

AI Ownership Summary

BESSEMER GROUP INC reported SPDR BBG BARCLAYS HY BOND (JNK) in 17 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows JNK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JNK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BESSEMER GROUP INC's position in SPDR BBG BARCLAYS HY BOND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JNK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JNK stock page BESSEMER GROUP INC fund profile BESSEMER GROUP INC full holdings
How BESSEMER GROUP INC held JNK β€” position size vs. price
% of Fund (quarterly)    JNK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 89.3% +1.3% ❌ 200 -1,665 -89.3% 0.00% $20K 2025-11-05 $94.06
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JNK

As of 2026 Q1 β€” sorted by position size

Navigation Wealth Management, Inc. 3Y 7.66% Up Capital Management, Inc. 7.24% Somnio Financial Group, LLC 6.43% Silverleafe Capital Partners, LLC 3Y 7Y 4.78% BLB&B Advisors, LLC 3Y 7Y 2.31% Counterpoint Mutual Funds LLC 3Y 2.3% Global Trust Wealth Management LLC 1.87% Berkshire Money Management, Inc. 3Y 7Y 1.69% TI-TRUST, INC 3Y 1.47% Sincerus Advisory, LLC 1.45%

FAQ About BESSEMER GROUP INC and JNK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BESSEMER GROUP INC reported owning JNK?

BESSEMER GROUP INC reported JNK across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported JNK position in BESSEMER GROUP INC's portfolio?

The largest reported portfolio weight for JNK was 0.00% in 2025 Q3.

What is the latest reported JNK position on this page?

The most recent filing on this page is 2025 Q3, when BESSEMER GROUP INC reported 200 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this JNK ownership page compare?

The chart compares BESSEMER GROUP INC's quarterly JNK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BESSEMER GROUP INC time their JNK position?

Based on 13F filing dates vs. subsequent JNK price moves, BESSEMER GROUP INC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on JNK relative to SPY over the holding period was -9.7%.

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