Action Point Financial Planning’s Main Street Capital MAIN Stock Holding History

Action Point Financial Planning’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	$16K	Buy	+309	New	+$16.3K	﹤0.01%	1227

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

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

Action Point Financial Planning's MAIN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Main Street Capital (MAIN) in Q2 2026: 309 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings.

401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Action Point Financial Planning held 309 shares of Main Street Capital worth $16K as of Q2 2026.
Main Street Capital was a new Action Point Financial Planning position in Q2 2026.
Main Street Capital made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1227 holding.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.