Robertson Stephens Wealth Management, LLC
Position in IFN — Aberdeen India Fund, Inc.
CIK 1767307
San Francisco, CA
Position in IFN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$393,625
-$144,075 QoQ
Shares Held
33,500
-29.5% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#26
of 67 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IFN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $37,323,537 across 16 Asset Management names. IFN ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
71,237 | $8,382,457 | |
| 2 | TROW |
Price T Rowe Group Inc
|
50,597 | $5,752,372 | |
| 3 | SII |
Sprott Inc.
|
46,384 | $5,211,242 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
110,516 | $4,446,058 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
275,686 | $3,550,835 | |
| 6 | BLK |
BlackRock, Inc.
|
3,547 | $3,410,653 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
241,451 | $2,624,572 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
24,467 | $1,042,049 |
All Filings in IFN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,625 | 33,500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $537,700 | 47,500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $342,750 | 25,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $717,850 | 49,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $509,950 | 30,850 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $447,079 | 28,350 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $410,287 | 26,050 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $495,471 | 26,050 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $465,253 | 26,050 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $290,674 | 14,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $259,718 | 14,200 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $247,364 | 14,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $252,320 | 15,200 | 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. | ||||||