DOSSIER · 13F Holders · Q1 2026
BCIC

PORTMAN RIDGE FIN CORP

43 institutions still hold PORTMAN RIDGE FIN CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 73688F201·43 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$12M
visible holders
Holders
43
filers reporting
Concentration
23.06%
Bulldog Investors, LLP #1
top holder share
AI Holders Summary · Q1 2026

43 institutions reported BCIC in Q1 2026. Bulldog Investors, LLP leads at 23.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bulldog Investors, LLP
CIK 0001504304
$3M378K0.64%Q1 2026
02
JB CAPITAL PARTNERS LP
CIK 0001138532
$1M197K0.22%Q2 2026
03
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M158K0.00%Q2 2026
04
CITADEL ADVISORS LLC
CIK 0001423053
$1M85K0.00%Q4 2025
05
MARSHALL WACE, LLP
CIK 0001318757
$720K99K0.00%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$688K94K0.00%Q2 2026
07
Legal & General Group Plc
CIK 0000764068
$683K94K0.00%Q2 2026
08
Founders Financial Alliance, LLC
CIK 0001832190
$588K81K0.08%Q2 2026
09
Curi Capital, LLC
CIK 0001332905
$473K65K0.01%Q2 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$387K53K0.00%Q2 2026
11
GABLES CAPITAL MANAGEMENT INC.
CIK 0001740839
$339K47K0.12%Q2 2026
12
Triumph Capital Management
CIK 0001730765
$303K42K0.05%Q2 2026
13
Virtus Investment Advisers, LLC
CIK 0000019481
$290K40K0.07%Q2 2026
14
Trexquant Investment LP
CIK 0001633445
$284K39K0.00%Q2 2026
15
XTX Topco Ltd
CIK 0001828301
$236K32K0.00%Q2 2026
16
TWO SIGMA ADVISERS, LP
CIK 0001478735
$228K19K0.00%Q4 2025
17
BI Asset Management Fondsmaeglerselskab A/S
CIK 0001778131
$208K28K0.00%Q1 2026
18
MORGAN STANLEY
CIK 0000895421
$169K23K0.00%Q2 2026
19
DELTEC ASSET MANAGEMENT LLC
CIK 0001269950
$162K22K0.02%Q2 2026
20
BANK OF AMERICA CORP /DE/
CIK 0000070858
$156K21K0.00%Q2 2026
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Insiders at PORTMAN RIDGE FIN CORP
Goldthorpe Edward J.Kehler Dean CGrunebaum GeorgeSatoren BrandonSchafer PatrickDuka AlexanderMorea JosephMassachusetts Mutual Life Insurance Co