Position in BBDC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$239,213
-$38,950 QoQ
Shares Held
29,066
-4.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 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, 2026Sigma Planning Corp holds $27,770,961 across 42 Asset Management names. BBDC ranks #29 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
158,119 | $2,849,304 | |
| 2 | MSIF |
Msc Income Fund, Inc.
|
207,539 | $2,527,825 | |
| 3 | TROW |
Price T Rowe Group Inc
|
22,197 | $2,000,837 | |
| 4 | MAIN |
Main Street Capital CORP
|
35,492 | $1,879,656 | |
| 5 | BX |
Blackstone Inc.
|
14,636 | $1,682,993 | |
| 6 | BEN |
Franklin Resources Inc
|
67,747 | $1,600,184 | |
| 7 | UTG |
Reaves Utility Income Fund
|
37,095 | $1,457,091 | |
| 8 | CION |
CION Investment Corp
|
211,663 | $1,447,774 |
All Filings in BBDC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||