United Advisor Group’s Bain Capital Specialty BCSF Stock Holding History

United Advisor 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 Q1	$915K	Sell	73,793 -315	-0.4%	-$4.12K	0.11%	199
2025 Q4	$1.03M	Buy	74,108 +72	+0.1%	+$1.01K	0.13%	172
2025 Q3	$1.06M	Sell	74,036 -1,133	-2%	-$17.2K	0.14%	159
2025 Q2	$1.13M	Sell	75,169 -2,081	-3%	-$31.7K	0.2%	123
2025 Q1	$1.28M	Sell	77,250 -2,254	-3%	-$39.7K	0.26%	93
2024 Q4	$1.39M	Buy	79,504 +2,546	+3%	+$43K	0.28%	87
2024 Q3	$1.28M	Buy	76,958 +3,149	+4%	+$52.2K	0.29%	89
2024 Q2	$1.2M	Sell	73,809 -2,404	-3%	-$39.2K	0.37%	67
2024 Q1	$1.2M	Buy	+76,213	New	+$1.18M	0.45%	65

Other funds holding BCSF

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

United Advisor Group's BCSF Position: Q1 2026 in Review

United Advisor Group reduced its Bain Capital Specialty (BCSF) stake by 0.43% in Q1 2026, selling an estimated $4.12K and leaving 73,793 shares worth $915K. The position accounts for 0.11% of the portfolio, ranked #199.

United Advisor Group first reported a position in BCSF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q4 2024. 131 funds tracked by Wall St. Rank hold BCSF as of Q1 2026.

United Advisor Group held 73,793 shares of Bain Capital Specialty worth $915K as of Q1 2026.
United Advisor Group sold 315 Bain Capital Specialty shares in Q1 2026, an estimated $4.12K.
Bain Capital Specialty made up 0.11% of United Advisor Group's portfolio in Q1 2026, its #199 holding.
United Advisor Group first reported a position in Bain Capital Specialty in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Bain Capital Specialty position peaked at $1.39M in Q4 2024.
131 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.