Curated Wealth Partners
BCSF icon

Curated Wealth Partners’s Bain Capital Specialty BCSF Stock Holding History

Curated Wealth Partners’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
Q3 		$1.1M Hold
100,000
– – 0.09% 120
2026
Q2 		$1.25M Hold
100,000
– – 0.15% 54
2026
Q1 		$1.24M Hold
100,000
– – 0.16% 51
2025
Q4 		$1.39M Buy
+100,000
New +$1.4M 0.15% 49

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Y-Intercept (HK)
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Norden Group
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Confluence Investment Management
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Farther Finance Advisors
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Diversify Advisory Services
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Diversify Wealth Management
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Foster Victor Wealth Advisors
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Curated Wealth Partners's BCSF Position: Q3 2026 in Review

Curated Wealth Partners held its Bain Capital Specialty (BCSF) position steady in Q3 2026 at 100,000 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #120.

Curated Wealth Partners first reported a position in BCSF in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q4 2025. 31 funds tracked by Wall St. Rank hold BCSF as of Q3 2026.

  • Curated Wealth Partners held 100,000 shares of Bain Capital Specialty worth $1.1M as of Q3 2026.
  • Curated Wealth Partners left its Bain Capital Specialty share count unchanged in Q3 2026.
  • Bain Capital Specialty made up 0.09% of Curated Wealth Partners's portfolio in Q3 2026, its #120 holding.
  • Curated Wealth Partners first reported a position in Bain Capital Specialty in Q4 2025 and has held it in 4 quarters since.
  • Curated Wealth Partners's Bain Capital Specialty position peaked at $1.39M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.