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Beaumont Financial Advisors’s Bain Capital Specialty BCSF Stock Holding History

Beaumont Financial 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
Q1 		$488K Sell
39,379
-10,209
-21% -$134K 0.03% 241
2025
Q4 		$690K Sell
49,588
-12,249
-20% -$172K 0.05% 200
2025
Q3 		$881K Sell
61,837
-454
-0.7% -$6.89K 0.06% 173
2025
Q2 		$937K Buy
62,291
+184
+0.3% +$2.81K 0.07% 155
2025
Q1 		$1.03M Sell
62,107
-5,409
-8% -$95.3K 0.08% 146
2024
Q4 		$1.18M Sell
67,516
-2,443
-3% -$41.3K 0.09% 132
2024
Q3 		$1.16M Sell
69,959
-385
-0.5% -$6.38K 0.09% 130
2024
Q2 		$1.15M Sell
70,344
-177
-0.3% -$2.88K 0.09% 137
2024
Q1 		$1.11M Sell
70,521
-384
-0.5% -$5.93K 0.09% 136
2023
Q4 		$1.07M Sell
70,905
-5,919
-8% -$90.1K 0.1% 133
2023
Q3 		$1.18M Sell
76,824
-8,885
-10% -$134K 0.12% 114
2023
Q2 		$1.16M Sell
85,709
-24
-0% -$297 0.11% 120
2023
Q1 		$1.02M Sell
85,733
-9,422
-10% -$120K 0.1% 117
2022
Q4 		$1.13M Sell
95,155
-7,206
-7% -$91.6K 0.11% 111
2022
Q3 		$1.23M Sell
102,361
-25,603
-20% -$365K 0.12% 105
2022
Q2 		$1.74M Sell
127,964
-18,793
-13% -$281K 0.16% 93
2022
Q1 		$2.29M Sell
146,757
-16,112
-10% -$254K 0.17% 102
2021
Q4 		$2.48M Sell
162,869
-15,930
-9% -$245K 0.18% 84
2021
Q3 		$2.65M Buy
178,799
+1,607
+0.9% +$24.4K 0.2% 80
2021
Q2 		$2.71M Sell
177,192
-3,792
-2% -$59.8K 0.21% 79
2021
Q1 		$2.67M Sell
180,984
-12,984
-7% -$179K 0.23% 81
2020
Q4 		$2.35M Sell
193,968
-68,230
-26% -$756K 0.21% 88
2020
Q3 		$2.67M Sell
262,198
-8,188
-3% -$85.5K 0.26% 84
2020
Q2 		$3M Buy
270,386
+3,364
+1% +$34.8K 0.31% 73
2020
Q1 		$2.43M Sell
267,022
-6,230
-2% -$107K 0.31% 60
2019
Q4 		$5.3M Sell
273,252
-15,856
-5% -$298K 0.52% 55
2019
Q3 		$5.38M Sell
289,108
-3,686
-1% -$66.4K 0.54% 53
2019
Q2 		$5.35M Buy
+292,794
New +$5.56M 0.55% 51

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

Beaumont Financial Advisors's BCSF Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Bain Capital Specialty (BCSF) stake by 21% in Q1 2026, selling an estimated $134K and leaving 39,379 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #241.

Beaumont Financial Advisors first reported a position in BCSF in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.38M in Q3 2019. 131 funds tracked by Wall St. Rank hold BCSF as of Q1 2026.

  • Beaumont Financial Advisors held 39,379 shares of Bain Capital Specialty worth $488K as of Q1 2026.
  • Beaumont Financial Advisors sold 10,209 Bain Capital Specialty shares in Q1 2026, an estimated $134K.
  • Bain Capital Specialty made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #241 holding.
  • Beaumont Financial Advisors first reported a position in Bain Capital Specialty in Q2 2019 and has held it in 28 quarters since.
  • Beaumont Financial Advisors's Bain Capital Specialty position peaked at $5.38M in Q3 2019.
  • 131 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.