Onyx Bridge Wealth Group
BCSF icon

Onyx Bridge Wealth Group’s Bain Capital Specialty BCSF Stock Holding History

Onyx Bridge Wealth Group’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
Q3 		$244K Sell
22,105
-2,336
-10% -$28.4K 0.02% 350
2026
Q2 		$306K Buy
24,441
+9
+0% +$117 0.03% 303
2026
Q1 		$303K Sell
24,432
-489
-2% -$6.4K 0.03% 290
2025
Q4 		$347K Buy
24,921
+47
+0.2% +$659 0.04% 266
2025
Q3 		$354K Buy
24,874
+1,392
+6% +$21.1K 0.04% 262
2025
Q2 		$353K Sell
23,482
-9,428
-29% -$144K 0.05% 209
2025
Q1 		$546K Buy
32,910
+2,718
+9% +$47.9K 0.08% 150
2024
Q4 		$529K Buy
30,192
+75
+0.2% +$1.27K 0.08% 150
2024
Q3 		$500K Buy
30,117
+73
+0.2% +$1.21K 0.08% 161
2024
Q2 		$490K Buy
30,044
+72
+0.2% +$1.17K 0.08% 150
2024
Q1 		$494K Sell
29,972
-2,062
-6% -$31.9K 0.09% 149
2023
Q4 		$483K Buy
32,034
+29
+0.1% +$441 0.1% 135
2023
Q3 		$490K Sell
32,005
-2,995
-9% -$45.3K 0.11% 132
2023
Q2 		$473K Buy
35,000
+76
+0.2% +$940 0.11% 129
2023
Q1 		$416K Buy
34,924
+917
+3% +$11.7K 0.17% 101
2022
Q4 		$421K Buy
34,007
+1,695
+5% +$21.6K 0.17% 91
2022
Q3 		$385K Sell
32,312
-2,320
-7% -$33.1K 0.18% 94
2022
Q2 		$494K Buy
34,632
+2,500
+8% +$37.4K 0.22% 69
2022
Q1 		$505K Sell
32,132
-1,630
-5% -$25.7K 0.19% 64
2021
Q4 		$522K Sell
33,762
-5,175
-13% -$79.6K 0.18% 73
2021
Q3 		$578K Buy
38,937
+265
+0.7% +$4.03K 0.22% 60
2021
Q2 		$589K Buy
38,672
+3,496
+10% +$55.2K 0.25% 43
2021
Q1 		$520K Buy
35,176
+200
+0.6% +$2.76K 0.26% 47
2020
Q4 		$424K Buy
+34,976
New +$388K 0.28% 43

Other funds holding BCSF

Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Hager Investment Management Services
Hager Investment Management Services New London, New Hampshire $212M AUM 42.01% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Onyx Bridge Wealth Group's BCSF Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its Bain Capital Specialty (BCSF) stake by 9.6% in Q3 2026, selling an estimated $28.4K and leaving 22,105 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #350.

Onyx Bridge Wealth Group first reported a position in BCSF in Q4 2020 and has held it in 24 quarters since. The position peaked at $589K in Q2 2021. 57 funds tracked by Wall St. Rank hold BCSF as of Q3 2026.

  • Onyx Bridge Wealth Group held 22,105 shares of Bain Capital Specialty worth $244K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 2,336 Bain Capital Specialty shares in Q3 2026, an estimated $28.4K.
  • Bain Capital Specialty made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #350 holding.
  • Onyx Bridge Wealth Group first reported a position in Bain Capital Specialty in Q4 2020 and has held it in 24 quarters since.
  • Onyx Bridge Wealth Group's Bain Capital Specialty position peaked at $589K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.