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

Accurate 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
Q2 		– Sell
-4,299
Closed -$228K – 595
2026
Q1 		$228K Buy
4,299
+51
+1% +$3.02K 0.03% 486
2025
Q4 		$260K Buy
4,248
+61
+1% +$3.6K 0.03% 432
2025
Q3 		$244K Buy
4,187
+305
+8% +$19.7K 0.03% 435
2025
Q2 		$242K Buy
+3,882
New +$215K 0.04% 401
2025
Q1 		– Sell
-15,457
Closed -$892K – 393
2024
Q4 		$892K Sell
15,457
-2,338
-13% -$125K 0.17% 133
2024
Q3 		$908K Buy
+17,795
New +$890K 0.18% 122
2023
Q1 		– Sell
-5,027
Closed -$189K – 925
2022
Q4 		$189K Sell
5,027
-2,191
-30% -$80.1K 0.07% 216
2022
Q3 		$244K Buy
+7,218
New +$297K 0.1% 157
2022
Q2 		– Sell
-4,825
Closed -$206K – 177
2022
Q1 		$206K Sell
4,825
-113
-2% -$4.84K 0.09% 167
2021
Q4 		$207K Hold
4,938
– – 0.17% 135
2021
Q3 		$207K Hold
4,938
– – 0.18% 134
2021
Q2 		$203K Buy
+4,938
New +$205K 0.18% 127

Other funds holding MAIN

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Accurate Wealth Management's MAIN Position: Q2 2026 in Review

Accurate Wealth Management sold out of Main Street Capital (MAIN) in Q2 2026, closing a stake of 4,299 shares — an estimated $228K sold.

Accurate Wealth Management first reported a position in MAIN in Q2 2021 and held it in 12 quarters. The position peaked at $908K in Q3 2024. 126 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Accurate Wealth Management reported no remaining Main Street Capital position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 4,299 Main Street Capital shares in Q2 2026, an estimated $228K.
  • Accurate Wealth Management first reported a position in Main Street Capital in Q2 2021 and held it in 12 quarters.
  • Accurate Wealth Management's Main Street Capital position peaked at $908K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.