Position in OBDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$274,199
-$24,766 QoQ
Shares Held
24,792
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ancora Advisors LLC holds $27,846,776 across 37 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
347,907 | $10,496,354 | |
| 2 | RJF |
Raymond James Financial Inc
|
42,992 | $6,536,073 | |
| 3 | KKR |
KKR & Co. Inc.
|
42,298 | $3,882,109 | |
| 4 | GDL |
Gdl Fund
|
148,158 | $1,254,898 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
40,046 | $1,023,175 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
22,184 | $994,952 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,603 | $735,392 | |
| 8 | TPG |
TPG Inc.
|
13,000 | $527,150 |
All Filings in OBDC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,199 | 24,792 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $298,965 | 24,052 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $307,143 | 24,052 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $344,905 | 24,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,750,818 | 255,854 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $371,226 | 24,552 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $357,722 | 24,552 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,697,366 | 240,714 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $377,608 | 24,552 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $362,386 | 24,552 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $340,044 | 24,552 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $394,818 | 31,310 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $323,999 | 28,052 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $249,418 | 24,052 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $305,191 | 24,752 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $539,484 | 36,501 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $528,181 | 37,301 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $540,810 | 38,301 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $588,680 | 41,253 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $603,855 | 43,853 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $542,531 | 42,854 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $417,710 | 34,636 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $335,597 | 27,218 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $229,253 | 19,866 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||