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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
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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

LMG Wealth Partners's CCAP Position: Q1 2026 in Review

LMG Wealth Partners increased its Crescent Capital BDC (CCAP) stake by 18% in Q1 2026, buying an estimated $28K and bringing the position to 13,548 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #151.

LMG Wealth Partners first reported a position in CCAP in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold CCAP as of Q1 2026.

  • LMG Wealth Partners held 13,548 shares of Crescent Capital BDC worth $165K as of Q1 2026.
  • LMG Wealth Partners bought 2,048 Crescent Capital BDC shares in Q1 2026, an estimated $28K.
  • Crescent Capital BDC made up 0.03% of LMG Wealth Partners's portfolio in Q1 2026, its #151 holding.
  • LMG Wealth Partners first reported a position in Crescent Capital BDC in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Crescent Capital BDC as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.