Cetera Investment Advisers
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Cetera Investment Advisers’s Bain Capital Specialty BCSF Stock Holding History

Cetera Investment Advisers’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 		$5.58M Buy
+445,675
New +$5.81M 0.01% 1533
2026
Q1 		– Sell
-12,092
Closed -$168K – 4813
2025
Q4 		$168K Buy
+12,092
New +$169K ﹤0.01% 4276
2025
Q2 		– Sell
-341,305
Closed -$5.67M – 4098
2025
Q1 		$5.67M Buy
341,305
+23,956
+8% +$422K 0.01% 1037
2024
Q4 		$5.56M Buy
+317,349
New +$5.37M 0.01% 982

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

Cetera Investment Advisers's BCSF Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Bain Capital Specialty (BCSF) in Q2 2026: 445,675 shares worth $5.58M. The stake represents 0.01% of the portfolio and ranks #1533 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in BCSF as recently as Q4 2025.

Cetera Investment Advisers first reported a position in BCSF in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.67M in Q1 2025. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

  • Cetera Investment Advisers held 445,675 shares of Bain Capital Specialty worth $5.58M as of Q2 2026.
  • Bain Capital Specialty was a new Cetera Investment Advisers position in Q2 2026.
  • Bain Capital Specialty made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1533 holding.
  • Cetera Investment Advisers first reported a position in Bain Capital Specialty in Q4 2024 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Bain Capital Specialty position peaked at $5.67M in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.