PWM
BCIC

Perigon Wealth Management’s BCP Investment Corp BCIC Stock Holding History

Perigon Wealth Management’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 		$76.4K Hold
10,500
– – ﹤0.01% 1411
2026
Q1 		$79K Hold
10,500
– – ﹤0.01% 1270
2025
Q4 		$124K Hold
10,500
– – ﹤0.01% 1273
2025
Q3 		$121K Buy
+10,500
New +$129K ﹤0.01% 1188

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

Perigon Wealth Management's BCIC Position: Q2 2026 in Review

Perigon Wealth Management held its BCP Investment Corp (BCIC) position steady in Q2 2026 at 10,500 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Perigon Wealth Management first reported a position in BCIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $124K in Q4 2025. 45 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

  • Perigon Wealth Management held 10,500 shares of BCP Investment Corp worth $76.4K as of Q2 2026.
  • Perigon Wealth Management left its BCP Investment Corp share count unchanged in Q2 2026.
  • BCP Investment Corp made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1411 holding.
  • Perigon Wealth Management first reported a position in BCP Investment Corp in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's BCP Investment Corp position peaked at $124K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.