MWM
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Mascoma Wealth Management’s Bain Capital Specialty BCSF Stock Holding History

Mascoma Wealth Management’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
Q2 		– Sell
-637
Closed -$10.6K – 468
2025
Q1 		$10.6K Sell
637
-1,039
-62% -$18.3K ﹤0.01% 322
2024
Q4 		$29.4K Buy
+1,676
New +$28.3K 0.01% 245

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mascoma Wealth Management's BCSF Position: Q2 2025 in Review

Mascoma Wealth Management sold out of Bain Capital Specialty (BCSF) in Q2 2025, closing a stake of 637 shares — an estimated $10.6K sold.

Mascoma Wealth Management first reported a position in BCSF in Q4 2024 and held it in 2 quarters. The position peaked at $29.4K in Q4 2024. 143 funds tracked by Wall St. Rank hold BCSF as of Q2 2025.

  • Mascoma Wealth Management reported no remaining Bain Capital Specialty position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 637 Bain Capital Specialty shares in Q2 2025, an estimated $10.6K.
  • Mascoma Wealth Management first reported a position in Bain Capital Specialty in Q4 2024 and held it in 2 quarters.
  • Mascoma Wealth Management's Bain Capital Specialty position peaked at $29.4K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.