RWM
BCIC

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

Ritholtz 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
2025
Q3 		– Sell
-10,643
Closed -$133K – 1102
2025
Q2 		$133K Buy
10,643
+73
+0.7% +$893 ﹤0.01% 948
2025
Q1 		$152K Buy
+10,570
New +$174K ﹤0.01% 890
2024
Q3 		– Sell
-13,862
Closed -$272K – 905
2024
Q2 		$272K Buy
+13,862
New +$269K 0.01% 678

Other funds holding BCIC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ritholtz Wealth Management's BCIC Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of BCP Investment Corp (BCIC) in Q3 2025, closing a stake of 10,643 shares — an estimated $133K sold.

Ritholtz Wealth Management first reported a position in BCIC in Q2 2024 and held it in 3 quarters. The position peaked at $272K in Q2 2024. 40 funds tracked by Wall St. Rank hold BCIC as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining BCP Investment Corp position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,643 BCP Investment Corp shares in Q3 2025, an estimated $133K.
  • Ritholtz Wealth Management first reported a position in BCP Investment Corp in Q2 2024 and held it in 3 quarters.
  • Ritholtz Wealth Management's BCP Investment Corp position peaked at $272K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held BCP Investment Corp as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.