Wealth Enhancement Advisory Services
BCSF icon

Wealth Enhancement Advisory Services’s Bain Capital Specialty BCSF Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-16,920
Closed -$281K – 3393
2025
Q1 		$281K Sell
16,920
-2,383
-12% -$42K ﹤0.01% 2501
2024
Q4 		$338K Sell
19,303
-3,234
-14% -$54.7K ﹤0.01% 2284
2024
Q3 		$374K Buy
22,537
+2,144
+11% +$35.6K ﹤0.01% 2032
2024
Q2 		$333K Buy
+20,393
New +$332K ﹤0.01% 1909

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's BCSF Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Bain Capital Specialty (BCSF) in Q2 2025, closing a stake of 16,920 shares — an estimated $281K sold.

Wealth Enhancement Advisory Services first reported a position in BCSF in Q2 2024 and held it in 4 quarters. The position peaked at $374K in Q3 2024. 143 funds tracked by Wall St. Rank hold BCSF as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Bain Capital Specialty position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,920 Bain Capital Specialty shares in Q2 2025, an estimated $281K.
  • Wealth Enhancement Advisory Services first reported a position in Bain Capital Specialty in Q2 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Bain Capital Specialty position peaked at $374K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.