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Portman Ridge Finance Corp shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Portman Ridge Finance Corp (BCIC) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Portman Ridge Finance Corp

Tip: Access up to 7 years of quarterly data

All positions including Portman Ridge Finance Corp held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portman Ridge Finance Corp by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 232k 11.55

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Top funds holding Portman Ridge Finance Corp

Brooklyn Capital Management
Punch & Associates Investment Management
Wealth Enhancement Advisory Services
Jb Capital Partners
Raymond James Financial
Marex Group
Founders Financial Alliance
Marshall Wace
Morgan Stanley
Legal & General Group
Gables Capital Management
Virtus Investment Advisers
Two Sigma Investments
Two Sigma Advisers
BI Asset Management Fondsmaeglerselskab A/S

View all funds holding Portman Ridge Finance Corp