Strategic Wealth Partners’s BCP Investment Corp BCIC Stock Holding History

Strategic Wealth Partners’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	$7.35K	Buy	+1,009	New	+$7.73K	﹤0.01%	985

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

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

Strategic Wealth Partners's BCIC Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in BCP Investment Corp (BCIC) in Q2 2026: 1,009 shares worth $7.35K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings.

45 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

Strategic Wealth Partners held 1,009 shares of BCP Investment Corp worth $7.35K as of Q2 2026.
BCP Investment Corp was a new Strategic Wealth Partners position in Q2 2026.
BCP Investment Corp made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #985 holding.
45 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.