Robertson Stephens Wealth Management, LLC

Position in IFN — Aberdeen India Fund, Inc.

CIK 1767307 San Francisco, CA

Position in IFN

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$537,700

+$194,950 QoQ

Shares Held

47,500

+90.0% QoQ

Ownership

0.111%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Robertson Stephens Wealth Management, LLC holds $35,254,416 across 17 Asset Management names. IFN ranks #10 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	70,461	$8,102,310
2	SII	Sprott Inc.	46,469	$6,640,420
3	CEF	Sprott Physical Gold & Silver Trust	110,416	$5,269,051
4	TROW	Price T Rowe Group Inc	50,611	$4,562,075
5	GBDC	GOLUB CAPITAL BDC, Inc.	275,987	$3,493,995
6	OBDC	Blue Owl Capital Corp	241,300	$2,668,778
7	BN	BROOKFIELD Corp /ON/	24,598	$995,481
8	KKR	KKR & Co. Inc.	6,728	$622,340

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$537,700	47,500	+90.0%	Shares	Sole	2026-04-28
2025-12-31	$342,750	25,000	-49.0%	Shares	Sole	2026-02-02
2025-09-30	$717,850	49,000	+58.8%	Shares	Sole	2025-11-12
2025-06-30	$509,950	30,850	+8.8%	Shares	Sole	2025-07-24
2025-03-31	$447,079	28,350	+8.8%	Shares	Sole	2025-04-17
2024-12-31	$410,287	26,050	0.0%	Shares	Sole	2025-01-27
2024-09-30	$495,471	26,050	0.0%	Shares	Sole	2024-11-12
2024-06-30	$465,253	26,050	+83.5%	Shares	Sole	2024-08-13
2024-03-31	$290,674	14,200	0.0%	Shares	Sole	2024-05-15
2023-12-31	$259,718	14,200	0.0%	Shares	Sole	2024-02-06
2023-09-30	$247,364	14,200	-6.6%	Shares	Sole	2023-11-13
2023-06-30	$252,320	15,200	+29.9%	Shares	Sole	2023-08-11
2023-03-31	$177,021	11,700	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.