Stonebridge Financial Group
ICMB icon

Stonebridge Financial Group’s Investcorp Credit Management BDC ICMB Stock Holding History

Stonebridge Financial Group’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
2026
Q3 		$9K Sell
11,600
-305
-3% -$258 ﹤0.01% 282
2026
Q2 		$13K Buy
+11,905
New +$17.7K ﹤0.01% 310

Other funds holding ICMB

CC
CF Capital Cohasset, Massachusetts $76.5M AUM 19.39% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return
Osbon Capital Management
Osbon Capital Management Boston, Massachusetts $138M AUM 30.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stonebridge Financial Group's ICMB Position: Q3 2026 in Review

Stonebridge Financial Group reduced its Investcorp Credit Management BDC (ICMB) stake by 2.6% in Q3 2026, selling an estimated $258 and leaving 11,600 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Stonebridge Financial Group first reported a position in ICMB in Q2 2026 and has held it in 2 quarters since. The position peaked at $13K in Q2 2026. 12 funds tracked by Wall St. Rank hold ICMB as of Q3 2026.

  • Stonebridge Financial Group held 11,600 shares of Investcorp Credit Management BDC worth $9K as of Q3 2026.
  • Stonebridge Financial Group sold 305 Investcorp Credit Management BDC shares in Q3 2026, an estimated $258.
  • Investcorp Credit Management BDC made up ﹤0.01% of Stonebridge Financial Group's portfolio in Q3 2026, its #282 holding.
  • Stonebridge Financial Group first reported a position in Investcorp Credit Management BDC in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Investcorp Credit Management BDC position peaked at $13K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Investcorp Credit Management BDC as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.