Accordant Advisory Group’s BCP Investment Corp BCIC Stock Holding History

Accordant Advisory Group’s Portfolio BCIC Stock Details BCIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$117K	Hold	16,060	–	–	0.08%	61
2026 Q1	$121K	Hold	16,060	–	–	0.07%	57
2025 Q4	$190K	Hold	16,060	–	–	0.13%	52
2025 Q3	$185K	Hold	16,060	–	–	0.13%	55
2025 Q2	$201K	Buy	16,060 +560	+4%	+$6.85K	0.15%	55
2025 Q1	$222K	Buy	15,500 +15,000	+3,000%	+$248K	0.22%	36
2024 Q4	$8.17K	Buy	500 +200	+67%	+$3.51K	0.01%	121
2024 Q3	$5.57K	Buy	+300	New	+$5.7K	﹤0.01%	129

Other funds holding BCIC

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Accordant Advisory Group's BCIC Position: Q2 2026 in Review

Accordant Advisory Group held its BCP Investment Corp (BCIC) position steady in Q2 2026 at 16,060 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #61.

Accordant Advisory Group first reported a position in BCIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $222K in Q1 2025. 45 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

Accordant Advisory Group held 16,060 shares of BCP Investment Corp worth $117K as of Q2 2026.
Accordant Advisory Group left its BCP Investment Corp share count unchanged in Q2 2026.
BCP Investment Corp made up 0.08% of Accordant Advisory Group's portfolio in Q2 2026, its #61 holding.
Accordant Advisory Group first reported a position in BCP Investment Corp in Q3 2024 and has held it in 8 quarters since.
Accordant Advisory Group's BCP Investment Corp position peaked at $222K in Q1 2025.
45 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.