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Tcg Bdc shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

All positions including Tcg Bdc held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcg Bdc by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 146k 12.90
2025-06-30 $2.1M 146k 14.08

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail Advisors

Top funds holding Tcg Bdc

Creative Planning
Morgan Stanley
Van Eck Associates Corp.
Rsm Us Wealth Management
Rivernorth Capital Management
Invesco
Two Sigma Investments
UBS Group
Mariner Wealth Advisors
Muzinich & Co
BlackRock
Two Sigma Advisers
Legal & General Group
Sumitomo Mitsui Trust Holdings
LSV Asset Management

View all funds holding Tcg Bdc