First Affirmative Financial Network’s Bain Capital Specialty BCSF Stock Holding History

First Affirmative Financial Network’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	$126K	Buy	+11,372	New	+$138K	0.03%	394
2024 Q3	–	Sell	-12,359	Closed	-$202K	–	288
2024 Q2	$202K	Sell	12,359 -2,740	-18%	-$44.7K	0.14%	230
2024 Q1	$237K	Buy	15,099 +199	+1%	+$3.07K	0.17%	191
2023 Q4	$225K	Buy	14,900 +2,326	+18%	+$35.4K	0.18%	191
2023 Q3	$193K	Sell	12,574 -81	-0.6%	-$1.23K	0.19%	185
2023 Q2	$171K	Buy	+12,655	New	+$156K	0.17%	176

Other funds holding BCSF

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

First Affirmative Financial Network's BCSF Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Bain Capital Specialty (BCSF) in Q3 2026: 11,372 shares worth $126K. The stake represents 0.03% of the portfolio and ranks #394 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in BCSF as recently as Q2 2024.

First Affirmative Financial Network first reported a position in BCSF in Q2 2023 and has held it in 6 quarters since. The position peaked at $237K in Q1 2024. 27 funds tracked by Wall St. Rank hold BCSF as of Q3 2026.

First Affirmative Financial Network held 11,372 shares of Bain Capital Specialty worth $126K as of Q3 2026.
Bain Capital Specialty was a new First Affirmative Financial Network position in Q3 2026.
Bain Capital Specialty made up 0.03% of First Affirmative Financial Network's portfolio in Q3 2026, its #394 holding.
First Affirmative Financial Network first reported a position in Bain Capital Specialty in Q2 2023 and has held it in 6 quarters since.
First Affirmative Financial Network's Bain Capital Specialty position peaked at $237K in Q1 2024.
27 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.