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

Independent 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
Q2 		$443K Sell
35,386
-17,364
-33% -$226K 0.01% 1045
2026
Q1 		$654K Sell
52,750
-2,500
-5% -$32.7K 0.01% 802
2025
Q4 		$769K Sell
55,250
-10,476
-16% -$147K 0.02% 717
2025
Q3 		$937K Sell
65,726
-7,102
-10% -$108K 0.02% 618
2025
Q2 		$1.1M Sell
72,828
-18,448
-20% -$281K 0.03% 515
2025
Q1 		$1.52M Buy
91,276
+11,867
+15% +$209K 0.05% 362
2024
Q4 		$1.39M Buy
79,409
+5,037
+7% +$85.2K 0.05% 391
2024
Q3 		$1.23M Buy
74,372
+2,994
+4% +$49.7K 0.05% 384
2024
Q2 		$1.16M Sell
71,378
-1,171
-2% -$19.1K 0.05% 366
2024
Q1 		$1.14M Hold
72,549
– – 0.05% 341
2023
Q4 		$1.09M Buy
72,549
+2,618
+4% +$39.8K 0.06% 335
2023
Q3 		$1.07M Buy
+69,931
New +$1.06M 0.07% 300

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

Independent Financial Group's BCSF Position: Q2 2026 in Review

Independent Financial Group reduced its Bain Capital Specialty (BCSF) stake by 33% in Q2 2026, selling an estimated $226K and leaving 35,386 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #1045.

Independent Financial Group first reported a position in BCSF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q1 2025. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

  • Independent Financial Group held 35,386 shares of Bain Capital Specialty worth $443K as of Q2 2026.
  • Independent Financial Group sold 17,364 Bain Capital Specialty shares in Q2 2026, an estimated $226K.
  • Bain Capital Specialty made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1045 holding.
  • Independent Financial Group first reported a position in Bain Capital Specialty in Q3 2023 and has held it in 12 quarters since.
  • Independent Financial Group's Bain Capital Specialty position peaked at $1.52M in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.