Position in BCX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$824,374
+$598,003 QoQ
Shares Held
72,889
+288.0% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#5
of 27 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stolper Co holds $23,022,276 across 26 Asset Management names. BCX ranks #13 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
107,587 | $2,748,847 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
65,324 | $2,248,452 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
43,288 | $1,272,667 | |
| 4 | JQC |
Nuveen Credit Strategies Income Fund
|
260,346 | $1,265,281 | |
| 5 | AOD |
abrdn Total Dynamic Dividend Fund
|
104,186 | $1,074,157 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
56,794 | $1,048,985 | |
| 7 | MEGI |
NYLI CBRE Global Infrastructure Megatrends Term Fund
|
68,556 | $1,042,051 | |
| 8 | BST |
BlackRock Science & Technology Trust
|
19,378 | $982,658 |
All Filings in BCX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,374 | 72,889 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $226,371 | 18,786 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $770,697 | 70,191 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $705,299 | 69,351 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $654,592 | 69,269 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $619,250 | 66,372 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $561,248 | 65,720 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $640,915 | 66,762 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $609,646 | 66,338 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $599,089 | 65,979 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $532,871 | 60,008 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $549,367 | 59,649 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $547,719 | 60,388 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $589,352 | 61,777 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $676,364 | 67,840 | Shares | Sole | 2023-01-11 | |
| 2020-06-30 | $63,574 | 10,371 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $52,269 | 10,371 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||