Position in BBDC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$244,826
-$18,373 QoQ
Shares Held
29,748
+3.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Essex Financial Services, Inc. holds $32,013,137 across 30 Asset Management names. BBDC ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
405,027 | $14,354,156 | |
| 2 | BX |
Blackstone Inc.
|
26,410 | $3,036,885 | |
| 3 | FUND |
Sprott Focus Trust Inc.
|
218,586 | $2,085,310 | |
| 4 | ARCC |
Ares Capital Corp
|
96,963 | $1,747,273 | |
| 5 | KKR |
KKR & Co. Inc.
|
14,921 | $1,380,192 | |
| 6 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
69,530 | $992,888 | |
| 7 | BLK |
BlackRock, Inc.
|
864 | $830,917 | |
| 8 | SII |
Sprott Inc.
|
5,807 | $829,820 |
All Filings in BBDC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,826 | 29,748 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $263,199 | 28,671 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $230,799 | 26,347 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $240,564 | 26,320 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $250,825 | 26,292 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $246,341 | 25,741 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $252,193 | 25,734 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||