Founders Financial Alliance’s BCP Investment Corp BCIC Stock Holding History

Founders Financial Alliance’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	$588K	Sell	80,706 -2,311	-3%	-$17.7K	0.08%	218
2026 Q1	$624K	Sell	83,017 -1,107	-1%	-$12K	0.11%	177
2025 Q4	$995K	Buy	84,124 +69	+0.1%	+$838	0.19%	113
2025 Q3	$969K	Buy	84,055 +13,551	+19%	+$167K	0.18%	113
2025 Q2	$883K	Sell	70,504 -12	-0%	-$147	0.2%	111
2025 Q1	$1.01M	Buy	70,516 +8,299	+13%	+$137K	0.25%	92
2024 Q4	$1.02M	Buy	62,217 +3,671	+6%	+$64.5K	0.28%	80
2024 Q3	$1.09M	Buy	58,546 +8,592	+17%	+$163K	0.3%	78
2024 Q2	$980K	Buy	49,954 +21,273	+74%	+$413K	0.29%	84
2024 Q1	$544K	Buy	28,681 +14,663	+105%	+$274K	0.16%	125
2023 Q4	$255K	Buy	+14,018	New	+$246K	0.1%	201

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

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

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

Founders Financial Alliance's BCIC Position: Q2 2026 in Review

Founders Financial Alliance reduced its BCP Investment Corp (BCIC) stake by 2.8% in Q2 2026, selling an estimated $17.7K and leaving 80,706 shares worth $588K. The position accounts for 0.08% of the portfolio, ranked #218.

Founders Financial Alliance first reported a position in BCIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2024. 45 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

Founders Financial Alliance held 80,706 shares of BCP Investment Corp worth $588K as of Q2 2026.
Founders Financial Alliance sold 2,311 BCP Investment Corp shares in Q2 2026, an estimated $17.7K.
BCP Investment Corp made up 0.08% of Founders Financial Alliance's portfolio in Q2 2026, its #218 holding.
Founders Financial Alliance first reported a position in BCP Investment Corp in Q4 2023 and has held it in 11 quarters since.
Founders Financial Alliance's BCP Investment Corp position peaked at $1.09M in Q3 2024.
45 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.