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Bain Cap Specialty Fin shares owned by Dougherty Wealth Advisers

Quarter-by-quarter ownership of Bain Cap Specialty Fin (BCSF) shares owned by Dougherty Wealth Advisers from 13F filings

Historical chart of Dougherty Wealth Advisers investment in Bain Cap Specialty Fin

Tip: Access up to 7 years of quarterly data

All positions including Bain Cap Specialty Fin held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bain Cap Specialty Fin by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $784 50 15.68
2023-12-31 $754 50 15.08
2023-09-30 $766 50 15.32
2023-06-30 $676 50 13.52
2023-03-31 $596 50 11.92
2022-12-31 $595 50 11.90

More positions owned by Dougherty Wealth Advisers

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Apple Stock (AAPL)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard Small Cap Value Etf Etf (VBR)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Dougherty Wealth Advisers

Top funds holding Bain Cap Specialty Fin

Bank of America Corporation
Dimension Capital Management Partners
Employees Retirement System of Texas
UBS Group
Melia Wealth
Van Eck Associates Corp.
Legal & General Group
Millennium Management
Hennion & Walsh Asset Management
Two Sigma Advisers
Two Sigma Investments
Arete Wealth Advisors
Sumitomo Mitsui Trust Holdings
Mariner Wealth Advisors
Pathstone Holdings

View all funds holding Bain Cap Specialty Fin