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Waverly Advisors’s Bain Capital Specialty BCSF Stock Holding History

Waverly Advisors’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 		– Sell
-10,000
Closed -$124K – 1760
2026
Q1 		$124K Hold
10,000
– – ﹤0.01% 1520
2025
Q4 		$139K Buy
+10,000
New +$140K ﹤0.01% 1409

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

Waverly Advisors's BCSF Position: Q2 2026 in Review

Waverly Advisors sold out of Bain Capital Specialty (BCSF) in Q2 2026, closing a stake of 10,000 shares — an estimated $124K sold.

Waverly Advisors first reported a position in BCSF in Q4 2025 and held it in 2 quarters. The position peaked at $139K in Q4 2025. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

  • Waverly Advisors reported no remaining Bain Capital Specialty position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 10,000 Bain Capital Specialty shares in Q2 2026, an estimated $124K.
  • Waverly Advisors first reported a position in Bain Capital Specialty in Q4 2025 and held it in 2 quarters.
  • Waverly Advisors's Bain Capital Specialty position peaked at $139K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.