INDEPENDENT FINANCIAL GROUP, LLC

Position in BCSF — Bain Capital Specialty Finance, Inc.

CIK 275484 SAN DIEGO, CA

Position in BCSF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$443,032

-$211,068 QoQ

Shares Held

35,386

-32.9% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $219,406,281 across 100 Asset Management names. BCSF ranks #59 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	920,052	$59,090,499
2	BPRE	Bluerock Private Real Estate Fund	1,254,525	$16,321,370
3	PDI	PIMCO Dynamic Income Fund	717,418	$11,980,880
4	ARCC	Ares Capital Corp	460,273	$8,528,858
5	FSK	FS KKR Capital Corp	760,481	$7,985,050
6	BLK	BlackRock, Inc.	65,776	$7,371,753
7	STT	State Street Corp	132,816	$7,120,265
8	PSEC	Prospect Capital Corp	2,485,356	$5,741,172

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$443,032	35,386	-32.9%	Shares	Sole	2026-07-15
2026-03-31	$654,100	52,750	-4.5%	Shares	Sole	2026-05-15
2025-12-31	$768,527	55,250	-15.9%	Shares	Sole	2026-05-15
2025-09-30	$936,595	65,726	-9.8%	Shares	Sole	2026-05-15
2025-06-30	$1,095,333	72,828	-20.2%	Shares	Sole	2026-05-15
2025-03-31	$1,515,181	91,276	+14.9%	Shares	Sole	2026-05-19
2024-12-31	$1,391,245	79,409	+6.8%	Shares	Sole	2026-06-12
2024-09-30	$1,234,575	74,372	+4.2%	Shares	Sole	2026-06-12
2024-06-30	$1,164,175	71,378	-1.6%	Shares	Sole	2026-06-12
2024-03-31	$1,137,568	72,549	0.0%	Shares	Sole	2026-06-12
2023-12-31	$1,093,313	72,549	+3.7%	Shares	Sole	2026-06-12
2023-09-30	$1,070,643	69,931	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.