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Beverly Hills Private Wealth’s Crescent Capital BDC CCAP Stock Holding History

Beverly Hills 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 		$908K Buy
83,161
+28,499
+52% +$348K 0.17% 112
2026
Q1 		$664K Buy
+54,662
New +$748K 0.11% 158

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

Beverly Hills Private Wealth's CCAP Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Crescent Capital BDC (CCAP) stake by 52% in Q2 2026, buying an estimated $348K and bringing the position to 83,161 shares worth $908K. The position accounts for 0.17% of the portfolio, ranked #112.

Beverly Hills Private Wealth first reported a position in CCAP in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold CCAP as of Q2 2026.

  • Beverly Hills Private Wealth held 83,161 shares of Crescent Capital BDC worth $908K as of Q2 2026.
  • Beverly Hills Private Wealth bought 28,499 Crescent Capital BDC shares in Q2 2026, an estimated $348K.
  • Crescent Capital BDC made up 0.17% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #112 holding.
  • Beverly Hills Private Wealth first reported a position in Crescent Capital BDC in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Crescent Capital BDC as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.