Ethos Financial Group’s BCP Investment Corp BCIC Stock Holding History

Ethos Financial 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	$80.4K	Sell	11,038 -1,282	-10%	-$9.82K	0.01%	618
2026 Q1	$146K	Hold	12,320	–	–	0.01%	505
2025 Q4	$146K	Sell	12,320 -430	-3%	-$5.22K	0.01%	492
2025 Q3	$147K	Hold	12,750	–	–	0.01%	472
2025 Q2	$160K	Hold	12,750	–	–	0.01%	431
2025 Q1	$183K	Buy	+12,750	New	+$210K	0.02%	396

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

Ethos Financial Group's BCIC Position: Q2 2026 in Review

Ethos Financial Group reduced its BCP Investment Corp (BCIC) stake by 10% in Q2 2026, selling an estimated $9.82K and leaving 11,038 shares worth $80.4K. The position accounts for 0.01% of the portfolio, ranked #618.

Ethos Financial Group first reported a position in BCIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $183K in Q1 2025. 45 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

Ethos Financial Group held 11,038 shares of BCP Investment Corp worth $80.4K as of Q2 2026.
Ethos Financial Group sold 1,282 BCP Investment Corp shares in Q2 2026, an estimated $9.82K.
BCP Investment Corp made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #618 holding.
Ethos Financial Group first reported a position in BCP Investment Corp in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's BCP Investment Corp position peaked at $183K in Q1 2025.
45 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.