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 Q3	$109K	Hold	16,060	–	–	0.07%	61
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	$5.56K	Buy	+300	New	+$5.7K	﹤0.01%	129

Other funds holding BCIC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Gables Capital Management Miami, Florida $267M AUM 34.53% 1-Year Est. Return

Virtus Investment Advisers Hartford, Connecticut $453M AUM 48.99% 1-Year Est. Return

Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Accordant Advisory Group's BCIC Position: Q3 2026 in Review

Accordant Advisory Group held its BCP Investment Corp (BCIC) position steady in Q3 2026 at 16,060 shares worth $109K. The position accounts for 0.07% of the portfolio, ranked #61.

Accordant Advisory Group first reported a position in BCIC in Q3 2024 and has held it in 9 quarters since. The position peaked at $222K in Q1 2025. 30 funds tracked by Wall St. Rank hold BCIC as of Q3 2026.

Accordant Advisory Group held 16,060 shares of BCP Investment Corp worth $109K as of Q3 2026.
Accordant Advisory Group left its BCP Investment Corp share count unchanged in Q3 2026.
BCP Investment Corp made up 0.07% of Accordant Advisory Group's portfolio in Q3 2026, its #61 holding.
Accordant Advisory Group first reported a position in BCP Investment Corp in Q3 2024 and has held it in 9 quarters since.
Accordant Advisory Group's BCP Investment Corp position peaked at $222K in Q1 2025.
30 funds tracked by Wall St. Rank held BCP Investment Corp as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.