Founders Financial Alliance’s Investcorp Credit Management BDC ICMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$299K Sell
255,329
-40,465
-14% -$60.2K 0.04% 340
2026
Q1
$479K Buy
+295,794
New +$781K 0.09% 218

Other funds holding ICMB

Founders Financial Alliance's ICMB Position: Q2 2026 in Review

Founders Financial Alliance reduced its Investcorp Credit Management BDC (ICMB) stake by 14% in Q2 2026, selling an estimated $60.2K and leaving 255,329 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #340.

Founders Financial Alliance first reported a position in ICMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $479K in Q1 2026. 20 funds tracked by Wall St. Rank hold ICMB as of Q2 2026.

  • Founders Financial Alliance held 255,329 shares of Investcorp Credit Management BDC worth $299K as of Q2 2026.
  • Founders Financial Alliance sold 40,465 Investcorp Credit Management BDC shares in Q2 2026, an estimated $60.2K.
  • Investcorp Credit Management BDC made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #340 holding.
  • Founders Financial Alliance first reported a position in Investcorp Credit Management BDC in Q1 2026 and has held it in 2 quarters since.
  • Founders Financial Alliance's Investcorp Credit Management BDC position peaked at $479K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Investcorp Credit Management BDC as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.