Advisory Services Network’s BCP Investment Corp BCIC Stock Holding History

Advisory Services Network’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	–	Sell	-75	Closed	-$564	–	4028
2026 Q1	$564	Buy	+75	New	+$811	﹤0.01%	4405
2025 Q4	–	Sell	-315	Closed	-$3.63K	–	3659
2025 Q3	$3.63K	Buy	+315	New	+$3.88K	﹤0.01%	3633
2023 Q2	–	Sell	-110	Closed	-$2.27K	–	3099
2023 Q1	$2.27K	Hold	110	–	–	﹤0.01%	3401
2022 Q4	$2.53K	Buy	+110	New	+$2.35K	﹤0.01%	3358

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

Advisory Services Network's BCIC Position: Q2 2026 in Review

Advisory Services Network sold out of BCP Investment Corp (BCIC) in Q2 2026, closing a stake of 75 shares — an estimated $564 sold.

Advisory Services Network first reported a position in BCIC in Q4 2022 and held it in 4 quarters. The position peaked at $3.63K in Q3 2025. 45 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

Advisory Services Network reported no remaining BCP Investment Corp position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 75 BCP Investment Corp shares in Q2 2026, an estimated $564.
Advisory Services Network first reported a position in BCP Investment Corp in Q4 2022 and held it in 4 quarters.
Advisory Services Network's BCP Investment Corp position peaked at $3.63K in Q3 2025.
45 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.