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Concurrent Investment Advisors’s Bain Capital Specialty BCSF Stock Holding History

Concurrent Investment 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 		– Sell
-12,501
Closed -$174K – 1938
2025
Q4 		$174K Buy
12,501
+236
+2% +$3.31K ﹤0.01% 1655
2025
Q3 		$175K Sell
12,265
-1,105
-8% -$16.8K ﹤0.01% 1377
2025
Q2 		$201K Sell
13,370
-3,979
-23% -$60.7K ﹤0.01% 1264
2025
Q1 		$288K Hold
17,349
– – 0.01% 949
2024
Q4 		$304K Buy
17,349
+115
+0.7% +$1.94K 0.01% 824
2024
Q3 		$286K Buy
+17,234
New +$286K 0.01% 798

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Concurrent Investment Advisors's BCSF Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Bain Capital Specialty (BCSF) in Q1 2026, closing a stake of 12,501 shares — an estimated $174K sold.

Concurrent Investment Advisors first reported a position in BCSF in Q3 2024 and held it in 6 quarters. The position peaked at $304K in Q4 2024. 132 funds tracked by Wall St. Rank hold BCSF as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Bain Capital Specialty position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 12,501 Bain Capital Specialty shares in Q1 2026, an estimated $174K.
  • Concurrent Investment Advisors first reported a position in Bain Capital Specialty in Q3 2024 and held it in 6 quarters.
  • Concurrent Investment Advisors's Bain Capital Specialty position peaked at $304K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.