Community Financial Services Group’s BCP Investment Corp BCIC Stock Holding History

Community Financial Services 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	$936	Hold	127	–	–	﹤0.01%	508
2026 Q1	$959	Buy	+127	New	+$1.37K	﹤0.01%	436

Other funds holding BCIC

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

TCM

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

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Community Financial Services Group's BCIC Position: Q2 2026 in Review

Community Financial Services Group held its BCP Investment Corp (BCIC) position steady in Q2 2026 at 127 shares worth $936. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Community Financial Services Group first reported a position in BCIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $959 in Q1 2026. 6 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

Community Financial Services Group held 127 shares of BCP Investment Corp worth $936 as of Q2 2026.
Community Financial Services Group left its BCP Investment Corp share count unchanged in Q2 2026.
BCP Investment Corp made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #508 holding.
Community Financial Services Group first reported a position in BCP Investment Corp in Q1 2026 and has held it in 2 quarters since.
Community Financial Services Group's BCP Investment Corp position peaked at $959 in Q1 2026.
6 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.