Position in OBDC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$125,132
-$7,693 QoQ
Shares Held
11,314
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
7 quarters on record
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $61,362,189 across 92 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
10,740 | $10,327,154 | |
| 2 | BX |
Blackstone Inc.
|
63,656 | $7,490,401 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
65,709 | $2,798,546 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
51,444 | $2,069,592 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
62,900 | $1,897,693 | |
| 6 | AMP |
Ameriprise Financial Inc
|
3,884 | $1,781,823 | |
| 7 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
116,229 | $1,607,447 | |
| 8 | CHY |
Calamos Convertible & High Income Fund
|
110,076 | $1,499,235 |
All Filings in OBDC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,132 | 11,314 | Shares | Sole | 2026-04-20 | |
| 2022-12-31 | $132,825 | 11,500 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $119,255 | 11,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $166,455 | 13,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $180,508 | 12,213 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $201,199 | 14,209 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $197,030 | 13,954 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||