SFGLC
ICMB icon

Stonebridge Financial Group, LLC/CA’s Investcorp Credit Management BDC ICMB Stock Holding History

Stonebridge Financial Group, LLC/CA’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
Q2 		$13K Buy
+11,905
New +$17.7K ﹤0.01% 310

Other funds holding ICMB

FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's ICMB Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Investcorp Credit Management BDC (ICMB) in Q2 2026: 11,905 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings.

12 funds tracked by Wall St. Rank hold ICMB as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 11,905 shares of Investcorp Credit Management BDC worth $13K as of Q2 2026.
  • Investcorp Credit Management BDC was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Investcorp Credit Management BDC made up ﹤0.01% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #310 holding.
  • 12 funds tracked by Wall St. Rank held Investcorp Credit Management BDC as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.