Position in BBDC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$237,264
-$1,949 QoQ
Shares Held
27,848
-4.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 201 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sigma Planning Corp holds $28,941,778 across 43 Asset Management names. BBDC ranks #26 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
171,155 | $3,171,502 | |
| 2 | TROW |
Price T Rowe Group Inc
|
22,229 | $2,527,215 | |
| 3 | BEN |
Franklin Resources Inc
|
63,766 | $2,121,494 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
182,577 | $2,112,415 | |
| 5 | BX |
Blackstone Inc.
|
14,626 | $1,721,041 | |
| 6 | UTG |
Reaves Utility Income Fund
|
37,286 | $1,518,285 | |
| 7 | MAIN |
Main Street Capital CORP
|
27,001 | $1,400,811 | |
| 8 | FSK |
FS KKR Capital Corp
|
124,538 | $1,307,649 |
All Filings in BBDC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,264 | 27,848 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $239,213 | 29,066 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $278,163 | 30,301 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $249,984 | 28,537 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $266,476 | 29,155 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $262,903 | 27,558 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $170,929 | 17,861 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $151,988 | 15,509 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $120,476 | 12,382 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $114,724 | 12,336 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $102,669 | 11,523 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $83,300 | 10,625 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $84,108 | 10,593 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $89,633 | 10,998 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $101,373 | 12,258 | Shares | Sole | 2022-11-10 | |
| 2021-06-30 | $107,036 | 10,136 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||