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Apexium Financial’s Main Street Capital MAIN Stock Holding History

Apexium Financial’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
2025
Q3 		$346K Hold
5,435
– – 0.02% 230
2025
Q2 		$321K Hold
5,435
– – 0.02% 226
2025
Q1 		$307K Buy
5,435
+285
+6% +$16.9K 0.02% 221
2024
Q4 		$302K Buy
+5,150
New +$275K 0.02% 210

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Apexium Financial's MAIN Position: Q3 2025 in Review

Apexium Financial held its Main Street Capital (MAIN) position steady in Q3 2025 at 5,435 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #230.

Apexium Financial first reported a position in MAIN in Q4 2024 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold MAIN as of Q3 2025.

  • Apexium Financial held 5,435 shares of Main Street Capital worth $346K as of Q3 2025.
  • Apexium Financial left its Main Street Capital share count unchanged in Q3 2025.
  • Main Street Capital made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #230 holding.
  • Apexium Financial first reported a position in Main Street Capital in Q4 2024 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.