Lido Advisors
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Lido Advisors’s Bain Capital Specialty BCSF Stock Holding History

Lido 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
Q1 		$673K Buy
54,238
+2,813
+5% +$36.8K ﹤0.01% 1146
2025
Q4 		$733K Hold
51,425
– – ﹤0.01% 1135
2025
Q3 		$733K Sell
51,425
-4,099
-7% -$62.2K ﹤0.01% 1082
2025
Q2 		$835K Sell
55,524
-2,903
-5% -$44.3K ﹤0.01% 914
2025
Q1 		$970K Buy
58,427
+4,799
+9% +$84.5K ﹤0.01% 796
2024
Q4 		$964K Sell
53,628
-1,400
-3% -$23.7K ﹤0.01% 779
2024
Q3 		$913K Buy
55,028
+1,487
+3% +$24.7K ﹤0.01% 741
2024
Q2 		$897K Buy
53,541
+2,116
+4% +$34.5K 0.01% 700
2024
Q1 		$829K Buy
51,425
+5,070
+11% +$78.3K ﹤0.01% 733
2023
Q4 		$718K Buy
+46,355
New +$705K ﹤0.01% 729

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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return