Portman Ridge Finance Corp.
13F holders, Q2 2026 (June 30)3holders +1
2new positions
1sold out
$7.28avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Portman Ridge Finance Corp. in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Nova Wealth Management, Inc. ($18K), Strategic Wealth Partners, Ltd. ($7K) and Farther Finance Advisors, LLC ($326).
- Company
- Portman Ridge Finance Corp.
- Filed as
- BCP INVESTMENT CORPORATION COM NEW (Q2 2026)
- CUSIP
- 73688F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $8K |
| Exits | 1 | $564 |
All 13F filers, Q1 2026 → Q2 2026: 1,054 shares bought and 75 shares sold, net +979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Nova Wealth Management, Inc. | 0.01% | No change | 2,540 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 1,009 | $7K |
| Farther Finance Advisors, LLC | 0.00% | New | 45 | $326 |
"% of holder's portfolio" is PORTMAN RIDGE FINANCE CORP's weight in each manager's 13F, not the share of Portman Ridge Finance Corp. the manager owns.