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Mount Yale Investment Advisors’s Bain Capital Specialty BCSF Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-63,673
Closed -$958K – 764
2025
Q2 		$958K Sell
63,673
-432
-0.7% -$6.59K 0.07% 213
2025
Q1 		$1.06M Sell
64,105
-1,580
-2% -$27.8K 0.09% 185
2024
Q4 		$1.15M Sell
65,685
-17,368
-21% -$294K 0.09% 180
2024
Q3 		$1.38M Sell
83,053
-2,362
-3% -$39.2K 0.13% 161
2024
Q2 		$1.39M Sell
85,415
-1,436
-2% -$23.4K 0.11% 172
2024
Q1 		$1.36M Buy
86,851
+898
+1% +$13.9K 0.1% 179
2023
Q4 		$1.3M Sell
85,953
-3,715
-4% -$56.5K 0.12% 169
2023
Q3 		$1.37M Buy
89,668
+1,206
+1% +$18.3K 0.15% 142
2023
Q2 		$1.2M Sell
88,462
-19,223
-18% -$238K 0.13% 171
2023
Q1 		$1.28M Buy
107,685
+40,446
+60% +$517K 0.14% 149
2022
Q4 		$800K Sell
67,239
-28,940
-30% -$368K 0.09% 225
2022
Q3 		$1.15M Sell
96,179
-699
-0.7% -$9.97K 0.15% 146
2022
Q2 		$1.32M Sell
96,878
-12,527
-11% -$187K 0.17% 141
2022
Q1 		$1.71M Buy
109,405
+11,281
+11% +$178K 0.19% 124
2021
Q4 		$1.49M Sell
98,124
-2,961
-3% -$45.6K 0.16% 145
2021
Q3 		$1.5M Sell
101,085
-7,959
-7% -$121K 0.17% 136
2021
Q2 		$1.67M Sell
109,044
-1,284
-1% -$20.3K 0.2% 110
2021
Q1 		$1.63M Buy
110,328
+11,322
+11% +$156K 0.21% 99
2020
Q4 		$1.2M Sell
99,006
-8,377
-8% -$92.8K 0.17% 136
2020
Q3 		$1.09M Buy
107,383
+2,484
+2% +$25.9K 0.16% 142
2020
Q2 		$1.16M Buy
104,899
+28,053
+37% +$290K 0.21% 106
2020
Q1 		$699K Sell
76,846
-1,946
-2% -$33.4K 0.16% 132
2019
Q4 		$1.53M Buy
78,792
+11,915
+18% +$224K 0.27% 95
2019
Q3 		$1.24M Buy
66,877
+2,695
+4% +$48.6K 0.22% 103
2019
Q2 		$1.14M Buy
+64,182
New +$1.22M 0.21% 108

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

Mount Yale Investment Advisors's BCSF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Bain Capital Specialty (BCSF) in Q3 2025, closing a stake of 63,673 shares — an estimated $958K sold.

Mount Yale Investment Advisors first reported a position in BCSF in Q2 2019 and held it in 25 quarters. The position peaked at $1.71M in Q1 2022. 137 funds tracked by Wall St. Rank hold BCSF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Bain Capital Specialty position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 63,673 Bain Capital Specialty shares in Q3 2025, an estimated $958K.
  • Mount Yale Investment Advisors first reported a position in Bain Capital Specialty in Q2 2019 and held it in 25 quarters.
  • Mount Yale Investment Advisors's Bain Capital Specialty position peaked at $1.71M in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.