Creative Planning

Position in BCSF — Bain Capital Specialty Finance, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in BCSF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$160,180

-$48,065 QoQ

Shares Held

12,794

-23.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#97

of 128 holders

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $560,003,629 across 178 Asset Management names. BCSF ranks #153 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	436,815	$51,400,020
2	TROW	Price T Rowe Group Inc	420,488	$47,805,280
3	BN	BROOKFIELD Corp /ON/	885,994	$37,734,483
4	CGBD	Carlyle Secured Lending, Inc.	3,086,927	$32,505,340
5	BLK	BlackRock, Inc.	33,365	$32,082,448
6	BXSL	Blackstone Secured Lending Fund	1,288,752	$30,556,309
7	JHG	Janus Henderson Group Ltd.	452,530	$23,508,932
8	STT	State Street Corp	137,249	$23,277,430

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,180	12,794	-23.8%	Shares	Sole	2026-08-13
2026-03-31	$208,245	16,794	+43.4%	Shares	Sole	2026-05-12
2025-12-31	$162,886	11,710	+6.6%	Shares	Sole	2026-02-17
2025-09-30	$156,522	10,984	+4.0%	Shares	Sole	2025-11-14
2025-06-30	$158,897	10,565	+3.8%	Shares	Sole	2025-08-08
2025-03-31	$168,905	10,175	-4.7%	Shares	Sole	2025-05-15
2022-09-30	$128,184	10,682	+4.9%	Shares	Sole	2022-11-03
2021-06-30	$155,784	10,182	-29.6%	Shares	Sole	2021-08-04
2021-03-31	$213,689	14,458	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.