Atria Wealth Solutions’s Main Street Capital MAIN Stock Holding History

Atria Wealth Solutions’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 Q2	$279K	Sell	4,713 -37,645	-89%	-$2.08M	0.01%	1195
2025 Q1	$2.4M	Sell	42,358 -901	-2%	-$53.6K	0.03%	566
2024 Q4	$2.53M	Sell	43,259 -147	-0.3%	-$7.84K	0.03%	556
2024 Q3	$2.18M	Buy	43,406 +2,510	+6%	+$125K	0.02%	600
2024 Q2	$2.06M	Buy	40,896 +11,760	+40%	+$574K	0.02%	615
2024 Q1	$1.38M	Buy	29,136 +474	+2%	+$21.4K	0.02%	770
2023 Q4	$1.24M	Sell	28,662 -114	-0.4%	-$4.66K	0.02%	781
2023 Q3	$1.17M	Sell	28,776 -7,012	-20%	-$286K	0.02%	744
2023 Q2	$1.43M	Buy	35,788 +493	+1%	+$19.6K	0.02%	697
2023 Q1	$1.39M	Buy	35,295 +1,735	+5%	+$68.4K	0.02%	681
2022 Q4	$1.24M	Sell	33,560 -14,449	-30%	-$528K	0.02%	664
2022 Q3	$1.61M	Buy	48,009 +21,248	+79%	+$875K	0.03%	552
2022 Q2	$1.03M	Sell	26,761 -45,964	-63%	-$1.8M	0.02%	681
2022 Q1	$3.1M	Buy	+72,725	New	+$3.11M	0.05%	359

Other funds holding MAIN

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's MAIN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Main Street Capital (MAIN) stake by 89% in Q2 2025, selling an estimated $2.08M and leaving 4,713 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #1195.

Atria Wealth Solutions first reported a position in MAIN in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.1M in Q1 2022. 404 funds tracked by Wall St. Rank hold MAIN as of Q2 2025.

Atria Wealth Solutions held 4,713 shares of Main Street Capital worth $279K as of Q2 2025.
Atria Wealth Solutions sold 37,645 Main Street Capital shares in Q2 2025, an estimated $2.08M.
Main Street Capital made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1195 holding.
Atria Wealth Solutions first reported a position in Main Street Capital in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Main Street Capital position peaked at $3.1M in Q1 2022.
404 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.