LPL Financial
BCIC icon

LPL Financial’s BCP Investment Corp BCIC Stock Holding History

LPL 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
Q3 		$141K Buy
20,747
+8,245
+66% +$60.4K ﹤0.01% 5948
2026
Q2 		$91K Buy
12,502
+1,152
+10% +$8.82K ﹤0.01% 5933
2026
Q1 		$85.4K Buy
11,350
+258
+2% +$2.79K ﹤0.01% 5702
2025
Q4 		$131K Buy
11,092
+594
+6% +$7.22K ﹤0.01% 5549
2025
Q3 		$121K Buy
+10,498
New +$129K ﹤0.01% 5469
2021
Q3 		– Sell
-1,341
Closed -$32K – 4401
2021
Q2 		$32K Buy
+1,341
New +$31.8K ﹤0.01% 4175
2020
Q3 		– Sell
-1,549
Closed -$17K – 3609
2020
Q2 		$17K Buy
1,549
+13
+0.8% +$147 ﹤0.01% 3425
2020
Q1 		$14K Buy
1,536
+195
+15% +$3.79K ﹤0.01% 3164
2019
Q4 		$28K Buy
1,341
+26
+2% +$561 ﹤0.01% 3294
2019
Q3 		$30K Hold
1,315
– – ﹤0.01% 3235
2019
Q2 		$30K Sell
1,315
-290
-18% -$8.16K ﹤0.01% 3228
2019
Q1 		$58K Buy
1,605
+7
+0.4% +$248 ﹤0.01% 3112
2018
Q4 		$55K Buy
1,598
+13
+0.8% +$410 ﹤0.01% 3003
2018
Q3 		$52K Sell
1,585
-200
-11% -$6.49K ﹤0.01% 3169
2018
Q2 		$58K Hold
1,785
– – ﹤0.01% 3147
2018
Q1 		$56K Hold
1,785
– – ﹤0.01% 3114
2017
Q4 		$61K Hold
1,785
– – ﹤0.01% 2966
2017
Q3 		$65K Hold
1,785
– – ﹤0.01% 2810
2017
Q2 		$63K Sell
1,785
-480
-21% -$17.3K ﹤0.01% 2742
2017
Q1 		$91K Buy
2,265
+480
+27% +$19.3K ﹤0.01% 2623
2016
Q4 		$73K Sell
1,785
-60
-3% -$2.48K ﹤0.01% 2612
2016
Q3 		$87K Sell
1,845
-47
-2% -$1.99K ﹤0.01% 2547
2016
Q2 		$74K Sell
1,892
-1,943
-51% -$69.1K ﹤0.01% 2534
2016
Q1 		$129K Buy
3,835
+30
+0.8% +$954 ﹤0.01% 2906
2015
Q4 		$150K Buy
3,805
+1,916
+101% +$88.5K ﹤0.01% 2913
2015
Q3 		$94K Buy
1,889
+13
+0.7% +$650 ﹤0.01% 2660
2015
Q2 		$107K Buy
1,876
+360
+24% +$21.8K ﹤0.01% 2747
2015
Q1 		$97K Buy
+1,516
New +$106K ﹤0.01% 2678

Other funds holding BCIC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Gables Capital Management
Gables Capital Management Miami, Florida $267M AUM 34.53% 1-Year Est. Return
Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return
Accordant Advisory Group
Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return
Eagle Point Credit Management
Eagle Point Credit Management Greenwich, Connecticut $56.4M AUM 18.94% 1-Year Est. Return

LPL Financial's BCIC Position: Q3 2026 in Review

LPL Financial increased its BCP Investment Corp (BCIC) stake by 66% in Q3 2026, buying an estimated $60.4K and bringing the position to 20,747 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #5948.

LPL Financial first reported a position in BCIC in Q1 2015 and has held it in 28 quarters since. The position peaked at $150K in Q4 2015. 23 funds tracked by Wall St. Rank hold BCIC as of Q3 2026.

  • LPL Financial held 20,747 shares of BCP Investment Corp worth $141K as of Q3 2026.
  • LPL Financial bought 8,245 BCP Investment Corp shares in Q3 2026, an estimated $60.4K.
  • BCP Investment Corp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5948 holding.
  • LPL Financial first reported a position in BCP Investment Corp in Q1 2015 and has held it in 28 quarters since.
  • LPL Financial's BCP Investment Corp position peaked at $150K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held BCP Investment Corp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.