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LMG Wealth Partners’s Crescent Capital BDC CCAP Stock Holding History

LMG Wealth Partners’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 		$167K Buy
15,263
+1,715
+13% +$20.9K 0.03% 164
2026
Q1 		$165K Buy
13,548
+2,048
+18% +$28K 0.03% 151
2025
Q4 		$162K Buy
+11,500
New +$163K 0.03% 151

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

LMG Wealth Partners's CCAP Position: Q2 2026 in Review

LMG Wealth Partners increased its Crescent Capital BDC (CCAP) stake by 13% in Q2 2026, buying an estimated $20.9K and bringing the position to 15,263 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #164.

LMG Wealth Partners first reported a position in CCAP in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold CCAP as of Q2 2026.

  • LMG Wealth Partners held 15,263 shares of Crescent Capital BDC worth $167K as of Q2 2026.
  • LMG Wealth Partners bought 1,715 Crescent Capital BDC shares in Q2 2026, an estimated $20.9K.
  • Crescent Capital BDC made up 0.03% of LMG Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • LMG Wealth Partners first reported a position in Crescent Capital BDC in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Crescent Capital BDC as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.