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Mutual Advisors’s Bain Capital Specialty BCSF Stock Holding History

Mutual 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
-14,890
Closed -$228K – 1284
2025
Q2 		$228K Sell
14,890
-872
-6% -$13.3K 0.01% 1084
2025
Q1 		$245K Buy
15,762
+768
+5% +$13.5K 0.01% 964
2024
Q4 		$261K Buy
14,994
+213
+1% +$3.6K 0.01% 933
2024
Q3 		$249K Sell
14,781
-473
-3% -$7.84K 0.01% 975
2024
Q2 		$256K Sell
15,254
-6,915
-31% -$113K 0.01% 954
2024
Q1 		$348K Buy
22,169
+4,708
+27% +$72.7K 0.01% 821
2023
Q4 		$263K Sell
17,461
-1,829
-9% -$27.8K 0.01% 867
2023
Q3 		$295K Buy
19,290
+101
+0.5% +$1.53K 0.01% 782
2023
Q2 		$259K Buy
+19,189
New +$237K 0.01% 856

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

Mutual Advisors's BCSF Position: Q3 2025 in Review

Mutual Advisors sold out of Bain Capital Specialty (BCSF) in Q3 2025, closing a stake of 14,890 shares — an estimated $228K sold.

Mutual Advisors first reported a position in BCSF in Q2 2023 and held it in 9 quarters. The position peaked at $348K in Q1 2024. 137 funds tracked by Wall St. Rank hold BCSF as of Q3 2025.

  • Mutual Advisors reported no remaining Bain Capital Specialty position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 14,890 Bain Capital Specialty shares in Q3 2025, an estimated $228K.
  • Mutual Advisors first reported a position in Bain Capital Specialty in Q2 2023 and held it in 9 quarters.
  • Mutual Advisors's Bain Capital Specialty position peaked at $348K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.