AO
BCSF icon

Advisor OS’s Bain Capital Specialty BCSF Stock Holding History

Advisor OS’s Portfolio BCSF Stock Details BCSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$286K Buy
23,058
+762
+3% +$9.98K 0.02% 438
2025
Q4 		$310K Buy
22,296
+654
+3% +$9.17K 0.03% 377
2025
Q3 		$308K Buy
21,642
+616
+3% +$9.35K 0.03% 361
2025
Q2 		$316K Buy
21,026
+569
+3% +$8.68K 0.03% 347
2025
Q1 		$340K Buy
20,457
+958
+5% +$16.9K 0.04% 299
2024
Q4 		$342K Buy
19,499
+476
+3% +$8.05K 0.04% 293
2024
Q3 		$316K Buy
19,023
+459
+2% +$7.61K 0.03% 316
2024
Q2 		$303K Hold
18,564
– – 0.03% 303
2024
Q1 		$291K Buy
+18,564
New +$287K 0.03% 314

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return