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

Bullock 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
2024
Q2 		– Sell
-10
Closed -$469 – 584
2024
Q1 		$469 Buy
+10
New +$452 ﹤0.01% 539

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Bullock Wealth Management's MAIN Position: Q2 2024 in Review

Bullock Wealth Management sold out of Main Street Capital (MAIN) in Q2 2024, closing a stake of 10 shares — an estimated $469 sold.

Bullock Wealth Management first reported a position in MAIN in Q1 2024 and held it in 1 quarter. The position peaked at $469 in Q1 2024. 339 funds tracked by Wall St. Rank hold MAIN as of Q2 2024.

  • Bullock Wealth Management reported no remaining Main Street Capital position as of Q2 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 10 Main Street Capital shares in Q2 2024, an estimated $469.
  • Bullock Wealth Management first reported a position in Main Street Capital in Q1 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Main Street Capital position peaked at $469 in Q1 2024.
  • 339 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.