IFG
CCAP icon

Independent Financial Group’s Crescent Capital BDC CCAP Stock Holding History

Independent Financial Group’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
2025
Q2 		– Sell
-11,600
Closed -$199K – 1302
2025
Q1 		$199K Hold
11,600
– – 0.01% 1121
2024
Q4 		$223K Buy
+11,600
New +$219K 0.01% 1046

Other funds holding CCAP

TCDRS
Texas County & District Retirement System Austin, Texas $60.8M AUM 29.03% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Independent Financial Group's CCAP Position: Q2 2025 in Review

Independent Financial Group sold out of Crescent Capital BDC (CCAP) in Q2 2025, closing a stake of 11,600 shares — an estimated $199K sold.

Independent Financial Group first reported a position in CCAP in Q4 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 89 funds tracked by Wall St. Rank hold CCAP as of Q2 2025.

  • Independent Financial Group reported no remaining Crescent Capital BDC position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 11,600 Crescent Capital BDC shares in Q2 2025, an estimated $199K.
  • Independent Financial Group first reported a position in Crescent Capital BDC in Q4 2024 and held it in 2 quarters.
  • Independent Financial Group's Crescent Capital BDC position peaked at $223K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Crescent Capital BDC as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.