BIP Wealth’s Main Street Capital MAIN Stock Holding History

BIP Wealth’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	–	Sell	-3,500	Closed	-$207K	–	308
2025 Q2	$207K	Buy	+3,500	New	+$193K	0.01%	264
2025 Q1	–	Sell	-3,500	Closed	-$205K	–	285
2024 Q4	$205K	Buy	+3,500	New	+$187K	0.01%	258

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

BIP Wealth's MAIN Position: Q3 2025 in Review

BIP Wealth sold out of Main Street Capital (MAIN) in Q3 2025, closing a stake of 3,500 shares — an estimated $207K sold.

BIP Wealth first reported a position in MAIN in Q4 2024 and held it in 2 quarters. The position peaked at $207K in Q2 2025. 406 funds tracked by Wall St. Rank hold MAIN as of Q3 2025.

BIP Wealth reported no remaining Main Street Capital position as of Q3 2025 after selling out during the quarter.
BIP Wealth sold 3,500 Main Street Capital shares in Q3 2025, an estimated $207K.
BIP Wealth first reported a position in Main Street Capital in Q4 2024 and held it in 2 quarters.
BIP Wealth's Main Street Capital position peaked at $207K in Q2 2025.
406 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2025.

Based on BIP Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.