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Summit Wealth Group (Colorado)’s Bain Capital Specialty BCSF Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-12,612
Closed -$193K – 308
2025
Q3 		$193K Buy
+12,612
New +$191K 0.02% 469

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
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BCSF Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Bain Capital Specialty (BCSF) in Q4 2025, closing a stake of 12,612 shares — an estimated $193K sold.

Summit Wealth Group (Colorado) first reported a position in BCSF in Q3 2025 and held it in 1 quarter. The position peaked at $193K in Q3 2025. 142 funds tracked by Wall St. Rank hold BCSF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Bain Capital Specialty position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 12,612 Bain Capital Specialty shares in Q4 2025, an estimated $193K.
  • Summit Wealth Group (Colorado) first reported a position in Bain Capital Specialty in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Bain Capital Specialty position peaked at $193K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.