Arete Wealth Advisors
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Arete Wealth Advisors’s Main Street Capital MAIN Stock Holding History

Arete Wealth Advisors’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 		$1.29M Buy
23,339
+2,135
+10% +$119K 0.08% 217
2026
Q2 		$1.1M Sell
21,204
-460
-2% -$24.2K 0.07% 220
2026
Q1 		$1.15M Buy
21,664
+1,234
+6% +$73.1K 0.09% 210
2025
Q4 		$1.23M Buy
+20,430
New +$1.2M 0.09% 219
2025
Q3 		– Sell
-20,367
Closed -$1.2M – 561
2025
Q2 		$1.2M Buy
20,367
+4,037
+25% +$223K 0.09% 228
2025
Q1 		$924K Sell
16,330
-80
-0.5% -$4.76K 0.07% 257
2024
Q4 		$961K Buy
16,410
+2,317
+16% +$124K 0.07% 260
2024
Q3 		$707K Sell
14,093
-1,984
-12% -$99.2K 0.06% 284
2024
Q2 		$812K Buy
16,077
+2,075
+15% +$101K 0.07% 280
2024
Q1 		$662K Sell
14,002
-26
-0.2% -$1.18K 0.06% 273
2023
Q4 		$606K Buy
14,028
+1,548
+12% +$63.2K 0.05% 357
2023
Q3 		$507K Buy
12,480
+3,841
+44% +$157K 0.09% 235
2023
Q2 		$346K Buy
8,639
+694
+9% +$27.5K 0.03% 454
2023
Q1 		$314K Buy
7,945
+25
+0.3% +$986 0.03% 463
2022
Q4 		$293K Buy
7,920
+486
+7% +$17.8K 0.03% 459
2022
Q3 		$250K Buy
+7,434
New +$306K 0.02% 458

Other funds holding MAIN

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Bridgelight Financial Advisors
Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return

Arete Wealth Advisors's MAIN Position: Q3 2026 in Review

Arete Wealth Advisors increased its Main Street Capital (MAIN) stake by 10% in Q3 2026, buying an estimated $119K and bringing the position to 23,339 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #217.

Arete Wealth Advisors first reported a position in MAIN in Q3 2022 and has held it in 16 quarters since. 248 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

  • Arete Wealth Advisors held 23,339 shares of Main Street Capital worth $1.29M as of Q3 2026.
  • Arete Wealth Advisors bought 2,135 Main Street Capital shares in Q3 2026, an estimated $119K.
  • Main Street Capital made up 0.08% of Arete Wealth Advisors's portfolio in Q3 2026, its #217 holding.
  • Arete Wealth Advisors first reported a position in Main Street Capital in Q3 2022 and has held it in 16 quarters since.
  • 248 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.