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Spartan Wealth Advisory Services LLC’s Bain Capital Specialty BCSF Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$554K Sell
44,250
-3,977
-8% -$51.9K 0.05% 214
2026
Q1 		$598K Buy
+48,227
New +$631K 0.05% 197

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's BCSF Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Bain Capital Specialty (BCSF) stake by 8.2% in Q2 2026, selling an estimated $51.9K and leaving 44,250 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #214.

Spartan Wealth Advisory Services LLC first reported a position in BCSF in Q1 2026 and has held it in 2 quarters since. The position peaked at $598K in Q1 2026. 117 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 44,250 shares of Bain Capital Specialty worth $554K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 3,977 Bain Capital Specialty shares in Q2 2026, an estimated $51.9K.
  • Bain Capital Specialty made up 0.05% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #214 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Bain Capital Specialty in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Bain Capital Specialty position peaked at $598K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.