Abound Wealth Management
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Abound Wealth Management’s Main Street Capital MAIN Stock Holding History

Abound Wealth Management’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11K Hold
20
– – ﹤0.01% 933
2026
Q2 		$1.04K Hold
20
– – ﹤0.01% 817
2026
Q1 		$1.06K Buy
+20
New +$1.18K ﹤0.01% 978

Other funds holding MAIN

Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Childress Capital Advisors
Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Bridgelight Financial Advisors
Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Abound Wealth Management's MAIN Position: Q3 2026 in Review

Abound Wealth Management held its Main Street Capital (MAIN) position steady in Q3 2026 at 20 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Abound Wealth Management first reported a position in MAIN in Q1 2026 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

  • Abound Wealth Management held 20 shares of Main Street Capital worth $1.11K as of Q3 2026.
  • Abound Wealth Management left its Main Street Capital share count unchanged in Q3 2026.
  • Main Street Capital made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #933 holding.
  • Abound Wealth Management first reported a position in Main Street Capital in Q1 2026 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.