LPL Financial
BCIC

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
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

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

LPL Financial's BCIC Position: Q2 2026 in Review

LPL Financial increased its BCP Investment Corp (BCIC) stake by 10% in Q2 2026, buying an estimated $8.82K and bringing the position to 12,502 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #5933.

LPL Financial first reported a position in BCIC in Q1 2015 and has held it in 27 quarters since. The position peaked at $150K in Q4 2015. 44 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

  • LPL Financial held 12,502 shares of BCP Investment Corp worth $91K as of Q2 2026.
  • LPL Financial bought 1,152 BCP Investment Corp shares in Q2 2026, an estimated $8.82K.
  • BCP Investment Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5933 holding.
  • LPL Financial first reported a position in BCP Investment Corp in Q1 2015 and has held it in 27 quarters since.
  • LPL Financial's BCP Investment Corp position peaked at $150K in Q4 2015.
  • 44 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

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