AF
BCIC

Allworth Financial’s BCP Investment Corp BCIC Stock Holding History

Allworth Financial’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
-3
Closed -$24 – 5350
2026
Q1 		$24 Buy
+3
New +$32 ﹤0.01% 5121

Other funds holding BCIC

BI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
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

Allworth Financial's BCIC Position: Q2 2026 in Review

Allworth Financial sold out of BCP Investment Corp (BCIC) in Q2 2026, closing a stake of 3 shares — an estimated $24 sold.

Allworth Financial first reported a position in BCIC in Q1 2026 and held it in 1 quarter. The position peaked at $24 in Q1 2026. 45 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

  • Allworth Financial reported no remaining BCP Investment Corp position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 3 BCP Investment Corp shares in Q2 2026, an estimated $24.
  • Allworth Financial first reported a position in BCP Investment Corp in Q1 2026 and held it in 1 quarter.
  • Allworth Financial's BCP Investment Corp position peaked at $24 in Q1 2026.
  • 45 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.