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Legacy Investment Solutions’s Investcorp Credit Management BDC ICMB Stock Holding History

Legacy Investment Solutions’s Portfolio ICMB Stock Details ICMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.96K Buy
+2,500
New +$7.11K ﹤0.01% 361
2024
Q4 		$7.78K Hold
2,500
– – 0.01% 327
2024
Q3 		$7.85K Buy
+2,500
New +$8.11K ﹤0.01% 351

Other funds holding ICMB

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Investment Solutions's ICMB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Investcorp Credit Management BDC (ICMB) in Q2 2025: 2,500 shares worth $6.96K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ICMB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ICMB in Q3 2024 and has held it in 3 quarters since. The position peaked at $7.85K in Q3 2024. 14 funds tracked by Wall St. Rank hold ICMB as of Q2 2025.

  • Legacy Investment Solutions held 2,500 shares of Investcorp Credit Management BDC worth $6.96K as of Q2 2025.
  • Investcorp Credit Management BDC was a new Legacy Investment Solutions position in Q2 2025.
  • Investcorp Credit Management BDC made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #361 holding.
  • Legacy Investment Solutions first reported a position in Investcorp Credit Management BDC in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Investcorp Credit Management BDC position peaked at $7.85K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Investcorp Credit Management BDC as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.