KF
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KKM Financial’s Bain Capital Specialty BCSF Stock Holding History

KKM Financial’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
2025
Q3 		– Sell
-19,428
Closed -$292K – 142
2025
Q2 		$292K Buy
19,428
+2,600
+15% +$39.6K 0.1% 129
2025
Q1 		$279K Buy
16,828
+2,850
+20% +$50.2K 0.12% 122
2024
Q4 		$245K Hold
13,978
– – 0.1% 136
2024
Q3 		$232K Buy
+13,978
New +$232K 0.11% 133

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

KKM Financial's BCSF Position: Q3 2025 in Review

KKM Financial sold out of Bain Capital Specialty (BCSF) in Q3 2025, closing a stake of 19,428 shares — an estimated $292K sold.

KKM Financial first reported a position in BCSF in Q3 2024 and held it in 4 quarters. The position peaked at $292K in Q2 2025. 137 funds tracked by Wall St. Rank hold BCSF as of Q3 2025.

  • KKM Financial reported no remaining Bain Capital Specialty position as of Q3 2025 after selling out during the quarter.
  • KKM Financial sold 19,428 Bain Capital Specialty shares in Q3 2025, an estimated $292K.
  • KKM Financial first reported a position in Bain Capital Specialty in Q3 2024 and held it in 4 quarters.
  • KKM Financial's Bain Capital Specialty position peaked at $292K in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2025.

Based on KKM Financial's 13F filing for Q3 2025, filed 14 Nov 2025.