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Cura Wealth Advisors’s Bain Capital Specialty BCSF Stock Holding History

Cura 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
2025
Q1 		– Sell
-116,174
Closed -$2.04M – 106
2024
Q4 		$2.04M Buy
+116,174
New +$1.96M 0.9% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cura Wealth Advisors's BCSF Position: Q1 2025 in Review

Cura Wealth Advisors sold out of Bain Capital Specialty (BCSF) in Q1 2025, closing a stake of 116,174 shares — an estimated $2.04M sold.

Cura Wealth Advisors first reported a position in BCSF in Q4 2024 and held it in 1 quarter. The position peaked at $2.04M in Q4 2024. 147 funds tracked by Wall St. Rank hold BCSF as of Q1 2025.

  • Cura Wealth Advisors reported no remaining Bain Capital Specialty position as of Q1 2025 after selling out during the quarter.
  • Cura Wealth Advisors sold 116,174 Bain Capital Specialty shares in Q1 2025, an estimated $2.04M.
  • Cura Wealth Advisors first reported a position in Bain Capital Specialty in Q4 2024 and held it in 1 quarter.
  • Cura Wealth Advisors's Bain Capital Specialty position peaked at $2.04M in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q1 2025.

Based on Cura Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.