CENTAURUS FINANCIAL, INC.
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 891943
ANAHEIM, CA
Position in LEO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$590,960
+$927 QoQ
Shares Held
91,480
-2.5% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#38
of 101 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CENTAURUS FINANCIAL, INC. holds $27,603,229 across 38 Asset Management names. LEO ranks #14 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
29,541 | $3,476,089 | |
| 2 | MSIF |
Msc Income Fund, Inc.
|
210,296 | $2,433,124 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
183,660 | $2,389,416 | |
| 4 | UTG |
Reaves Utility Income Fund
|
54,572 | $2,222,171 | |
| 5 | PFL |
Pimco Income Strategy Fund
|
257,011 | $2,025,246 | |
| 6 | OCSL |
Oaktree Specialty Lending Corp
|
159,125 | $1,899,952 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
107,436 | $1,694,265 | |
| 8 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
56,563 | $1,027,749 |
All Filings in LEO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,960 | 91,480 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $590,033 | 93,805 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $603,888 | 94,951 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $640,162 | 102,426 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $658,605 | 111,251 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $659,497 | 107,761 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $682,791 | 113,045 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $892,000 | 137,020 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $862,583 | 140,945 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $880,260 | 144,305 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $846,770 | 144,500 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $927,020 | 173,925 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,093,818 | 175,855 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,189,437 | 190,615 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $1,138,140 | 186,275 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,412,688 | 232,350 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $1,666,582 | 253,280 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,620,050 | 225,320 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $958,380 | 113,150 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $535,050 | 61,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $551,655 | 61,500 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $397,110 | 46,500 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $377,805 | 44,500 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $335,340 | 40,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $135,606 | 17,475 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $186,250 | 25,000 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||