Summit Securities Group’s Bain Capital Specialty BCSF Stock Holding History

Summit Securities 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	$64.7K	Buy	+5,862	New	+$71.2K	0.01%	514

Other funds holding BCSF

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Summit Securities Group's BCSF Position: Q3 2026 in Review

Summit Securities Group opened a new position in Bain Capital Specialty (BCSF) in Q3 2026: 5,862 shares worth $64.7K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings.

85 funds tracked by Wall St. Rank hold BCSF as of Q3 2026.

Summit Securities Group held 5,862 shares of Bain Capital Specialty worth $64.7K as of Q3 2026.
Bain Capital Specialty was a new Summit Securities Group position in Q3 2026.
Bain Capital Specialty made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #514 holding.
85 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.