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Wealthspire Advisors (New York)’s Bain Capital Specialty BCSF Stock Holding History

Wealthspire Advisors (New York)’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
-1,001
Closed -$14.3K – 1220
2025
Q3 		$14.3K Buy
+1,001
New +$15.2K ﹤0.01% 1850

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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 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 $124B AUM 33.93% 1-Year Est. Return

Wealthspire Advisors (New York)'s BCSF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Bain Capital Specialty (BCSF) in Q4 2025, closing a stake of 1,001 shares — an estimated $14.3K sold.

Wealthspire Advisors (New York) first reported a position in BCSF in Q3 2025 and held it in 1 quarter. The position peaked at $14.3K in Q3 2025. 142 funds tracked by Wall St. Rank hold BCSF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Bain Capital Specialty position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,001 Bain Capital Specialty shares in Q4 2025, an estimated $14.3K.
  • Wealthspire Advisors (New York) first reported a position in Bain Capital Specialty in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Bain Capital Specialty position peaked at $14.3K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.