CF
LIEN

CDC Financial’s Chicago Atlantic BDC LIEN Stock Holding History

CDC Financial’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Buy
177,391
+17,773
+11% +$172K 0.73% 27
2026
Q1 		$1.49M Buy
159,618
+32,500
+26% +$330K 0.95% 28
2025
Q4 		$1.31M Buy
+127,118
New +$1.33M 0.61% 28

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CDC Financial's LIEN Position: Q2 2026 in Review

CDC Financial increased its Chicago Atlantic BDC (LIEN) stake by 11% in Q2 2026, buying an estimated $172K and bringing the position to 177,391 shares worth $1.73M. The position accounts for 0.73% of the portfolio, ranked #27.

CDC Financial first reported a position in LIEN in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • CDC Financial held 177,391 shares of Chicago Atlantic BDC worth $1.73M as of Q2 2026.
  • CDC Financial bought 17,773 Chicago Atlantic BDC shares in Q2 2026, an estimated $172K.
  • Chicago Atlantic BDC made up 0.73% of CDC Financial's portfolio in Q2 2026, its #27 holding.
  • CDC Financial first reported a position in Chicago Atlantic BDC in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on CDC Financial's 13F filing for Q2 2026, filed 14 Aug 2026.