Foster Victor Wealth Advisors’s Bain Capital Specialty BCSF Stock Holding History

Foster Victor 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
2026 Q3	$335K	Buy	33,278 +2,000	+6%	+$24.3K	0.02%	219
2026 Q2	$400K	Sell	31,278 -1,000	-3%	-$13K	0.02%	199
2026 Q1	$420K	Buy	32,278 +3,000	+10%	+$39.3K	0.02%	180
2025 Q4	$403K	Buy	29,278 +7,278	+33%	+$102K	0.02%	174
2025 Q3	$309K	Hold	22,000	–	–	0.02%	175
2025 Q2	$336K	Hold	22,000	–	–	0.02%	164
2025 Q1	$313K	Buy	22,000 +2,000	+10%	+$35.2K	0.03%	160
2024 Q4	$348K	Hold	20,000	–	–	0.03%	147
2024 Q3	$331K	Hold	20,000	–	–	0.03%	148
2024 Q2	$332K	Hold	20,000	–	–	0.03%	148
2024 Q1	$315K	Buy	20,000 +1,000	+5%	+$15.4K	0.03%	135
2023 Q4	$295K	Buy	19,000 +2,000	+12%	+$30.4K	0.03%	136
2023 Q3	$254K	Hold	17,000	–	–	0.03%	133
2023 Q2	$231K	Buy	17,000 +7,000	+70%	+$86.6K	0.03%	143
2023 Q1	$118K	Hold	10,000	–	–	0.01%	159
2022 Q4	$124K	Buy	+10,000	New	+$127K	0.02%	154
2022 Q1	–	Sell	-10,342	Closed	-$164K	–	138
2021 Q4	$164K	Buy	+10,342	New	+$159K	0.02%	138

Other funds holding BCSF

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Foster Victor Wealth Advisors's BCSF Position: Q3 2026 in Review

Foster Victor Wealth Advisors increased its Bain Capital Specialty (BCSF) stake by 6.4% in Q3 2026, buying an estimated $24.3K and bringing the position to 33,278 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #219.

Foster Victor Wealth Advisors first reported a position in BCSF in Q4 2021 and has held it in 17 quarters since. The position peaked at $420K in Q1 2026. 85 funds tracked by Wall St. Rank hold BCSF as of Q3 2026.

Foster Victor Wealth Advisors held 33,278 shares of Bain Capital Specialty worth $335K as of Q3 2026.
Foster Victor Wealth Advisors bought 2,000 Bain Capital Specialty shares in Q3 2026, an estimated $24.3K.
Bain Capital Specialty made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q3 2026, its #219 holding.
Foster Victor Wealth Advisors first reported a position in Bain Capital Specialty in Q4 2021 and has held it in 17 quarters since.
Foster Victor Wealth Advisors's Bain Capital Specialty position peaked at $420K in Q1 2026.
85 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.