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

Axxcess 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
Q1 		– Sell
-4,466
Closed -$270K – 746
2025
Q4 		$270K Sell
4,466
-325
-7% -$19.2K ﹤0.01% 881
2025
Q3 		$305K Sell
4,791
-62
-1% -$4.01K 0.01% 754
2025
Q2 		$287K Sell
4,853
-170
-3% -$9.4K 0.01% 726
2025
Q1 		$284K Buy
5,023
+165
+3% +$9.81K 0.01% 705
2024
Q4 		$285K Buy
4,858
+22
+0.5% +$1.17K 0.01% 687
2024
Q3 		$242K Hold
4,836
– – 0.01% 769
2024
Q2 		$244K Buy
+4,836
New +$236K 0.01% 721

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Axxcess Wealth Management's MAIN Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Main Street Capital (MAIN) in Q1 2026, closing a stake of 4,466 shares — an estimated $270K sold.

Axxcess Wealth Management first reported a position in MAIN in Q2 2024 and held it in 7 quarters. The position peaked at $305K in Q3 2025. 422 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Main Street Capital position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,466 Main Street Capital shares in Q1 2026, an estimated $270K.
  • Axxcess Wealth Management first reported a position in Main Street Capital in Q2 2024 and held it in 7 quarters.
  • Axxcess Wealth Management's Main Street Capital position peaked at $305K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.