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 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

BCC

Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Foster Victor Wealth Advisors's BCSF Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Bain Capital Specialty (BCSF) stake by 3.1% in Q2 2026, selling an estimated $13K and leaving 31,278 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #199.

Foster Victor Wealth Advisors first reported a position in BCSF in Q4 2021 and has held it in 16 quarters since. The position peaked at $420K in Q1 2026. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

Foster Victor Wealth Advisors held 31,278 shares of Bain Capital Specialty worth $400K as of Q2 2026.
Foster Victor Wealth Advisors sold 1,000 Bain Capital Specialty shares in Q2 2026, an estimated $13K.
Bain Capital Specialty made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #199 holding.
Foster Victor Wealth Advisors first reported a position in Bain Capital Specialty in Q4 2021 and has held it in 16 quarters since.
Foster Victor Wealth Advisors's Bain Capital Specialty position peaked at $420K in Q1 2026.
128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.