Partners Capital Investment Group’s Chicago Atlantic BDC LIEN Stock Holding History

Partners Capital Investment Group’s Portfolio LIEN Stock Details LIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42M	Buy	+145,336	New	+$1.4M	0.05%	102

Other funds holding LIEN

ICM

Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Partners Capital Investment Group's LIEN Position: Q2 2026 in Review

Partners Capital Investment Group opened a new position in Chicago Atlantic BDC (LIEN) in Q2 2026: 145,336 shares worth $1.42M. The stake represents 0.05% of the portfolio and ranks #102 among its holdings.

44 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

Partners Capital Investment Group held 145,336 shares of Chicago Atlantic BDC worth $1.42M as of Q2 2026.
Chicago Atlantic BDC was a new Partners Capital Investment Group position in Q2 2026.
Chicago Atlantic BDC made up 0.05% of Partners Capital Investment Group's portfolio in Q2 2026, its #102 holding.
44 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.