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Ethos Financial Group’s Bain Capital Specialty BCSF Stock Holding History

Ethos Financial Group’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 		$513K Hold
36,850
– – 0.04% 301
2025
Q4 		$513K Sell
36,850
-6,349
-15% -$89K 0.04% 283
2025
Q3 		$616K Buy
43,199
+8,122
+23% +$123K 0.05% 237
2025
Q2 		$528K Hold
35,077
– – 0.05% 252
2025
Q1 		$582K Buy
+35,077
New +$618K 0.06% 209

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CAM
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UBS Group
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DCM
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MW
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Morgan Stanley
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return