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

AE 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 		$1.86M Buy
35,843
+9,554
+36% +$504K 0.01% 685
2026
Q1 		$1.39M Buy
26,289
+10,856
+70% +$643K 0.01% 753
2025
Q4 		$932K Buy
15,433
+6,984
+83% +$412K 0.01% 820
2025
Q3 		$537K Buy
8,449
+2,308
+38% +$149K ﹤0.01% 947
2025
Q2 		$363K Sell
6,141
-251
-4% -$13.9K ﹤0.01% 1034
2025
Q1 		$362K Buy
6,392
+474
+8% +$28.2K ﹤0.01% 1018
2024
Q4 		$347K Buy
5,918
+1,822
+44% +$97.1K ﹤0.01% 1036
2024
Q3 		$205K Sell
4,096
-757
-16% -$37.8K ﹤0.01% 1174
2024
Q2 		$245K Buy
+4,853
New +$237K ﹤0.01% 1094
2024
Q1 		– Sell
-19,373
Closed -$888K – 1646
2023
Q4 		$888K Sell
19,373
-843
-4% -$34.4K ﹤0.01% 1204
2023
Q3 		$821K Sell
20,216
-27,311
-57% -$1.11M ﹤0.01% 1178
2023
Q2 		$1.9M Sell
47,527
-574
-1% -$22.8K 0.01% 861
2023
Q1 		$1.9M Buy
48,101
+21,130
+78% +$833K 0.01% 828
2022
Q4 		$997K Buy
26,971
+11,658
+76% +$426K 0.01% 983
2022
Q3 		$515K Sell
15,313
-12,758
-45% -$525K ﹤0.01% 1250
2022
Q2 		$1.08M Buy
28,071
+1,399
+5% +$54.7K 0.01% 863
2022
Q1 		$1.14M Buy
26,672
+1,668
+7% +$71.4K 0.01% 877
2021
Q4 		$1.12M Sell
25,004
-518
-2% -$22.8K 0.01% 894
2021
Q3 		$1.05M Sell
25,522
-3,922
-13% -$163K 0.01% 851
2021
Q2 		$1.21M Buy
29,444
+21,238
+259% +$883K 0.01% 774
2021
Q1 		$321K Sell
8,206
-262
-3% -$9.2K ﹤0.01% 1228
2020
Q4 		$273K Sell
8,468
-1,507
-15% -$46.3K ﹤0.01% 1176
2020
Q3 		$295K Sell
9,975
-860
-8% -$26.3K ﹤0.01% 1048
2020
Q2 		$337K Buy
10,835
+631
+6% +$17.8K 0.01% 987
2020
Q1 		$209K Sell
10,204
-4,817
-32% -$180K ﹤0.01% 996
2019
Q4 		$648K Buy
15,021
+3,126
+26% +$134K 0.01% 652
2019
Q3 		$514K Sell
11,895
-2,684
-18% -$115K 0.01% 610
2019
Q2 		$600K Buy
+14,579
New +$581K 0.02% 535

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Invesco
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
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

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

AE Wealth Management increased its Main Street Capital (MAIN) stake by 36% in Q2 2026, buying an estimated $504K and bringing the position to 35,843 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #685.

AE Wealth Management first reported a position in MAIN in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.9M in Q2 2023. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • AE Wealth Management held 35,843 shares of Main Street Capital worth $1.86M as of Q2 2026.
  • AE Wealth Management bought 9,554 Main Street Capital shares in Q2 2026, an estimated $504K.
  • Main Street Capital made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #685 holding.
  • AE Wealth Management first reported a position in Main Street Capital in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's Main Street Capital position peaked at $1.9M in Q2 2023.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.