Position in BBDC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,467,304
-$96,908 QoQ
Shares Held
299,794
+7.3% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026LPL Financial LLC holds $3,126,143,978 across 415 Asset Management names. BBDC ranks #229 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in BBDC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,467,304 | 299,794 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,564,212 | 279,326 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,669,645 | 304,754 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,565,698 | 280,711 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,808,251 | 294,366 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,684,030 | 280,463 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,879,632 | 293,840 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,875,137 | 295,492 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,643,115 | 284,206 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,182,460 | 254,366 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,436,394 | 273,445 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,857,115 | 236,877 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,946,840 | 245,194 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,495,741 | 306,226 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,349,523 | 284,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,567,474 | 275,776 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,969,596 | 287,195 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $234,759 | 21,303 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $158,456 | 14,379 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $125,231 | 11,859 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||