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

Avior 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 		$236K Sell
4,553
-471
-9% -$24.8K 0.01% 713
2026
Q1 		$266K Buy
5,024
+1,103
+28% +$65.3K 0.01% 717
2025
Q4 		$237K Hold
3,921
– – 0.01% 680
2025
Q3 		$249K Buy
+3,921
New +$253K 0.01% 644
2025
Q1 		– Sell
-3,037
Closed -$178K – 1670
2024
Q4 		$178K Sell
3,037
-40
-1% -$2.13K 0.01% 735
2024
Q3 		$154K Sell
3,077
-148
-5% -$7.4K 0.01% 764
2024
Q2 		$163K Sell
3,225
-721
-18% -$35.2K 0.01% 726
2024
Q1 		$187K Buy
3,946
+1,346
+52% +$60.8K 0.01% 729
2023
Q4 		$112K Hold
2,600
– – 0.01% 598
2023
Q3 		$106K Hold
2,600
– – 0.01% 616
2023
Q2 		$104K Hold
2,600
– – 0.01% 617
2023
Q1 		$103K Hold
2,600
– – 0.01% 636
2022
Q4 		$96.1K Hold
2,600
– – 0.01% 538
2022
Q3 		$87K Hold
2,600
– – 0.01% 536
2022
Q2 		$100K Hold
2,600
– – 0.01% 490
2022
Q1 		$110K Hold
2,600
– – 0.01% 498
2021
Q4 		$116K Hold
2,600
– – 0.01% 485
2021
Q3 		$106K Hold
2,600
– – 0.01% 483
2021
Q2 		$106K Hold
2,600
– – 0.01% 462
2021
Q1 		$101K Hold
2,600
– – 0.01% 468
2020
Q4 		$83K Hold
2,600
– – 0.01% 456
2020
Q3 		$76K Hold
2,600
– – 0.01% 473
2020
Q2 		$80K Buy
2,600
+170
+7% +$4.79K 0.01% 455
2020
Q1 		$49K Buy
2,430
+330
+16% +$12.3K 0.01% 455
2019
Q4 		$90K Hold
2,100
– – 0.01% 436
2019
Q3 		$90K Hold
2,100
– – 0.02% 420
2019
Q2 		$86K Buy
+2,100
New +$83.7K 0.02% 420
2015
Q4 		– Sell
-350
Closed -$9K – 465
2015
Q3 		$9K Buy
+350
New +$10.3K 0.01% 288

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

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

Avior Wealth Management reduced its Main Street Capital (MAIN) stake by 9.4% in Q2 2026, selling an estimated $24.8K and leaving 4,553 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #713.

Avior Wealth Management first reported a position in MAIN in Q3 2015 and has held it in 28 quarters since. The position peaked at $266K in Q1 2026. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Avior Wealth Management held 4,553 shares of Main Street Capital worth $236K as of Q2 2026.
  • Avior Wealth Management sold 471 Main Street Capital shares in Q2 2026, an estimated $24.8K.
  • Main Street Capital made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #713 holding.
  • Avior Wealth Management first reported a position in Main Street Capital in Q3 2015 and has held it in 28 quarters since.
  • Avior Wealth Management's Main Street Capital position peaked at $266K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.