Blue Trust Inc
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Blue Trust Inc’s Main Street Capital MAIN Stock Holding History

Blue Trust Inc’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 		$1.03M Sell
18,707
-903
-5% -$50.5K 0.01% 294
2026
Q2 		$1.02M Buy
19,610
+2,447
+14% +$129K 0.01% 295
2026
Q1 		$909K Sell
17,163
-125
-0.7% -$7.4K 0.01% 312
2025
Q4 		$1.04M Buy
17,288
+254
+1% +$15K 0.01% 281
2025
Q3 		$1.08M Buy
17,034
+75
+0.4% +$4.85K 0.01% 271
2025
Q2 		$1M Buy
16,959
+8,226
+94% +$455K 0.01% 273
2025
Q1 		$494K Sell
8,733
-2,537
-23% -$151K 0.01% 412
2024
Q4 		$660K Buy
11,270
+5,791
+106% +$309K 0.01% 309
2024
Q3 		$277K Buy
5,479
+1,571
+40% +$78.5K ﹤0.01% 712
2024
Q2 		$185K Hold
3,908
– – ﹤0.01% 744
2024
Q1 		$185K Buy
3,908
+98
+3% +$4.43K ﹤0.01% 532
2023
Q4 		$154K Buy
3,810
+2
+0.1% +$82 ﹤0.01% 533
2023
Q3 		$152K Buy
3,808
+1,239
+48% +$50.6K ﹤0.01% 505
2023
Q2 		$101K Hold
2,569
– – ﹤0.01% 499
2023
Q1 		$95K Buy
2,569
+1
+0% +$39 ﹤0.01% 783
2022
Q4 		$86K Buy
2,568
+1
+0% +$37 ﹤0.01% 721
2022
Q3 		$99K Buy
2,567
+1
+0% +$41 ﹤0.01% 531
2022
Q2 		$109K Buy
+2,566
New +$100K ﹤0.01% 468

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

Blue Trust Inc's MAIN Position: Q3 2026 in Review

Blue Trust Inc reduced its Main Street Capital (MAIN) stake by 4.6% in Q3 2026, selling an estimated $50.5K and leaving 18,707 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #294.

Blue Trust Inc first reported a position in MAIN in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.08M in Q3 2025. 248 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

  • Blue Trust Inc held 18,707 shares of Main Street Capital worth $1.03M as of Q3 2026.
  • Blue Trust Inc sold 903 Main Street Capital shares in Q3 2026, an estimated $50.5K.
  • Main Street Capital made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #294 holding.
  • Blue Trust Inc first reported a position in Main Street Capital in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Main Street Capital position peaked at $1.08M in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.