BRWA
BCSF icon

B. Riley Wealth Advisors’s Bain Capital Specialty BCSF Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$135K Hold
10,829
– – 0.01% 815
2026
Q1 		$133K Sell
10,829
-9,145
-46% -$120K 0.01% 764
2025
Q4 		$278K Hold
19,974
– – 0.01% 734
2025
Q3 		$285K Sell
19,974
-93
-0.5% -$1.41K 0.01% 745
2025
Q2 		$302K Sell
20,067
-2,364
-11% -$36K 0.01% 714
2025
Q1 		$372K Buy
+22,431
New +$395K 0.01% 872

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

B. Riley Wealth Advisors's BCSF Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Bain Capital Specialty (BCSF) position steady in Q2 2026 at 10,829 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #815.

B. Riley Wealth Advisors first reported a position in BCSF in Q1 2025 and has held it in 6 quarters since. The position peaked at $372K in Q1 2025. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

  • B. Riley Wealth Advisors held 10,829 shares of Bain Capital Specialty worth $135K as of Q2 2026.
  • B. Riley Wealth Advisors left its Bain Capital Specialty share count unchanged in Q2 2026.
  • Bain Capital Specialty made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #815 holding.
  • B. Riley Wealth Advisors first reported a position in Bain Capital Specialty in Q1 2025 and has held it in 6 quarters since.
  • B. Riley Wealth Advisors's Bain Capital Specialty position peaked at $372K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.