Register Financial Advisors’s Bain Capital Specialty BCSF Stock Holding History

Register Financial 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 Q2	$39.8K	Sell	3,175 -1,800	-36%	-$23.5K	0.01%	320
2026 Q1	$61.7K	Sell	4,975 -3,653	-42%	-$47.8K	0.02%	274
2025 Q4	$120K	Buy	8,628 +115	+1%	+$1.61K	0.05%	232
2025 Q3	$121K	Buy	8,513 +109	+1%	+$1.65K	0.05%	228
2025 Q2	$126K	Buy	8,404 +100	+1%	+$1.52K	0.06%	221
2025 Q1	$138K	Buy	8,304 +167	+2%	+$2.94K	0.07%	194
2024 Q4	$143K	Buy	8,137 +82	+1%	+$1.39K	0.07%	197
2024 Q3	$134K	Buy	8,055 +80	+1%	+$1.33K	0.07%	195
2024 Q2	$130K	Buy	+7,975	New	+$130K	0.07%	222

Other funds holding BCSF

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return