BostonPremier Wealth’s Main Street Capital MAIN Stock Holding History

BostonPremier 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
2026 Q3	$454K	Hold	8,250	–	–	0.19%	45
2026 Q2	$428K	Hold	8,250	–	–	0.18%	44
2026 Q1	$437K	Sell	8,250 -1,300	-14%	-$77K	0.23%	37
2025 Q4	$577K	Hold	9,550	–	–	0.3%	30
2025 Q3	$607K	Hold	9,550	–	–	0.3%	27
2025 Q2	$564K	Hold	9,550	–	–	0.31%	27
2025 Q1	$540K	Hold	9,550	–	–	0.34%	26
2024 Q4	$559K	Buy	+9,550	New	+$509K	0.34%	26

Other funds holding MAIN

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

BostonPremier Wealth's MAIN Position: Q3 2026 in Review

BostonPremier Wealth held its Main Street Capital (MAIN) position steady in Q3 2026 at 8,250 shares worth $454K. The position accounts for 0.19% of the portfolio, ranked #45.

BostonPremier Wealth first reported a position in MAIN in Q4 2024 and has held it in 8 quarters since. The position peaked at $607K in Q3 2025. 85 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

BostonPremier Wealth held 8,250 shares of Main Street Capital worth $454K as of Q3 2026.
BostonPremier Wealth left its Main Street Capital share count unchanged in Q3 2026.
Main Street Capital made up 0.19% of BostonPremier Wealth's portfolio in Q3 2026, its #45 holding.
BostonPremier Wealth first reported a position in Main Street Capital in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's Main Street Capital position peaked at $607K in Q3 2025.
85 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.