Raymond James Financial’s BCP Investment Corp BCIC Stock Holding History

Raymond James 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	$606K	Sell	89,259 -5,236	-6%	-$38.3K	﹤0.01%	4415
2026 Q2	$688K	Sell	94,495 -10,922	-10%	-$83.7K	﹤0.01%	4271
2026 Q1	$793K	Buy	105,417 +751	+0.7%	+$8.12K	﹤0.01%	4030
2025 Q4	$1.24M	Buy	104,666 +448	+0.4%	+$5.44K	﹤0.01%	3640
2025 Q3	$1.2M	Buy	104,218 +51	+0%	+$628	﹤0.01%	3562
2025 Q2	$1.3M	Sell	104,167 -20	-0%	-$245	﹤0.01%	3395
2025 Q1	$1.5M	Buy	104,187 +20	+0%	+$330	﹤0.01%	3197
2024 Q4	$1.7M	Buy	+104,167	New	+$1.83M	﹤0.01%	3078

Other funds holding BCIC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Gables Capital Management Miami, Florida $267M AUM 34.53% 1-Year Est. Return

Virtus Investment Advisers Hartford, Connecticut $453M AUM 48.99% 1-Year Est. Return

Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Raymond James Financial's BCIC Position: Q3 2026 in Review

Raymond James Financial reduced its BCP Investment Corp (BCIC) stake by 5.5% in Q3 2026, selling an estimated $38.3K and leaving 89,259 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #4415.

Raymond James Financial first reported a position in BCIC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q4 2024. 34 funds tracked by Wall St. Rank hold BCIC as of Q3 2026.

Raymond James Financial held 89,259 shares of BCP Investment Corp worth $606K as of Q3 2026.
Raymond James Financial sold 5,236 BCP Investment Corp shares in Q3 2026, an estimated $38.3K.
BCP Investment Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4415 holding.
Raymond James Financial first reported a position in BCP Investment Corp in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's BCP Investment Corp position peaked at $1.7M in Q4 2024.
34 funds tracked by Wall St. Rank held BCP Investment Corp as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.