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

Newbridge 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 Q1	–	Sell	-88	Closed	-$1.04K	–	1240
2025 Q4	$1.04K	Hold	88	–	–	﹤0.01%	1074
2025 Q3	$1.01K	Hold	88	–	–	﹤0.01%	1187
2025 Q2	$1.1K	Hold	88	–	–	﹤0.01%	1187
2025 Q1	$1.26K	Hold	88	–	–	﹤0.01%	932
2024 Q4	$1.44K	Hold	88	–	–	﹤0.01%	996
2024 Q3	$1.63K	Hold	88	–	–	﹤0.01%	577
2024 Q2	$1.73K	Hold	88	–	–	﹤0.01%	962
2024 Q1	$1.67K	Hold	88	–	–	﹤0.01%	1010
2023 Q4	$1.6K	Hold	88	–	–	﹤0.01%	992
2023 Q3	$1.69K	Hold	88	–	–	﹤0.01%	1100
2023 Q2	$1.76K	Hold	88	–	–	﹤0.01%	1151
2023 Q1	$1.81K	Hold	88	–	–	﹤0.01%	1207
2022 Q4	$2.02K	Hold	88	–	–	﹤0.01%	1215
2022 Q3	$2K	Hold	88	–	–	﹤0.01%	1223
2022 Q2	$2K	Hold	88	–	–	﹤0.01%	1208
2022 Q1	$2K	Hold	88	–	–	﹤0.01%	1312
2021 Q4	$2K	Hold	88	–	–	﹤0.01%	1261
2021 Q3	$2K	Hold	88	–	–	﹤0.01%	1195
2021 Q2	$2K	Hold	88	–	–	﹤0.01%	1293
2021 Q1	$2K	Hold	88	–	–	﹤0.01%	1189
2020 Q4	$2K	Hold	88	–	–	﹤0.01%	975
2020 Q3	$1K	Buy	+88	New	+$1.03K	﹤0.01%	996

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 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

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

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Newbridge Financial Services Group's BCIC Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of BCP Investment Corp (BCIC) in Q1 2026, closing a stake of 88 shares — an estimated $1.04K sold.

Newbridge Financial Services Group first reported a position in BCIC in Q3 2020 and held it in 22 quarters. The position peaked at $2.02K in Q4 2022. 53 funds tracked by Wall St. Rank hold BCIC as of Q1 2026.

Newbridge Financial Services Group reported no remaining BCP Investment Corp position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 88 BCP Investment Corp shares in Q1 2026, an estimated $1.04K.
Newbridge Financial Services Group first reported a position in BCP Investment Corp in Q3 2020 and held it in 22 quarters.
Newbridge Financial Services Group's BCP Investment Corp position peaked at $2.02K in Q4 2022.
53 funds tracked by Wall St. Rank held BCP Investment Corp as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.