DWM
BCSF icon

Diversify Wealth Management’s Bain Capital Specialty BCSF Stock Holding History

Diversify Wealth Management’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 		$528K Buy
42,002
+4,024
+11% +$52.5K 0.01% 845
2026
Q1 		$507K Buy
+37,978
New +$497K 0.01% 812

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

Diversify Wealth Management's BCSF Position: Q2 2026 in Review

Diversify Wealth Management increased its Bain Capital Specialty (BCSF) stake by 11% in Q2 2026, buying an estimated $52.5K and bringing the position to 42,002 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #845.

Diversify Wealth Management first reported a position in BCSF in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

  • Diversify Wealth Management held 42,002 shares of Bain Capital Specialty worth $528K as of Q2 2026.
  • Diversify Wealth Management bought 4,024 Bain Capital Specialty shares in Q2 2026, an estimated $52.5K.
  • Bain Capital Specialty made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #845 holding.
  • Diversify Wealth Management first reported a position in Bain Capital Specialty in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.