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Allied Private Wealth’s Crescent Capital BDC CCAP Stock Holding History

Allied Private Wealth’s Portfolio CCAP Stock Details CCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$552 Buy
+50
New +$610 ﹤0.01% 839

Other funds holding CCAP

TCDRS
Texas County & District Retirement System Austin, Texas $54.6M AUM 22.55% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Allied Private Wealth's CCAP Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Crescent Capital BDC (CCAP) in Q2 2026: 50 shares worth $552. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings.

85 funds tracked by Wall St. Rank hold CCAP as of Q2 2026.

  • Allied Private Wealth held 50 shares of Crescent Capital BDC worth $552 as of Q2 2026.
  • Crescent Capital BDC was a new Allied Private Wealth position in Q2 2026.
  • Crescent Capital BDC made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #839 holding.
  • 85 funds tracked by Wall St. Rank held Crescent Capital BDC as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.