SFC
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Strategic Financial Concepts’s Bain Capital Specialty BCSF Stock Holding History

Strategic Financial Concepts’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 		$192K Buy
15,367
+368
+2% +$4.8K 0.06% 231
2026
Q1 		$186K Buy
+14,999
New +$196K 0.05% 283
2024
Q3 		– Sell
-64,007
Closed -$3.77K – 286
2024
Q2 		$3.77K Buy
+64,007
New +$1.04M ﹤0.01% 505

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Strategic Financial Concepts's BCSF Position: Q2 2026 in Review

Strategic Financial Concepts increased its Bain Capital Specialty (BCSF) stake by 2.5% in Q2 2026, buying an estimated $4.8K and bringing the position to 15,367 shares worth $192K. The position accounts for 0.06% of the portfolio, ranked #231.

Strategic Financial Concepts first reported a position in BCSF in Q2 2024 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

  • Strategic Financial Concepts held 15,367 shares of Bain Capital Specialty worth $192K as of Q2 2026.
  • Strategic Financial Concepts bought 368 Bain Capital Specialty shares in Q2 2026, an estimated $4.8K.
  • Bain Capital Specialty made up 0.06% of Strategic Financial Concepts's portfolio in Q2 2026, its #231 holding.
  • Strategic Financial Concepts first reported a position in Bain Capital Specialty in Q2 2024 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.