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Capital Investment Advisory Services’s Main Street Capital MAIN Stock Holding History

Capital Investment Advisory Services’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
Q2 		$385K Buy
7,413
+118
+2% +$6.22K 0.02% 502
2026
Q1 		$386K Buy
7,295
+133
+2% +$7.88K 0.03% 451
2025
Q4 		$433K Buy
7,162
+71
+1% +$4.19K 0.03% 417
2025
Q3 		$451K Buy
7,091
+89
+1% +$5.75K 0.04% 385
2025
Q2 		$414K Buy
7,002
+100
+1% +$5.53K 0.03% 379
2025
Q1 		$390K Buy
6,902
+94
+1% +$5.59K 0.03% 370
2024
Q4 		$399K Buy
6,808
+98
+1% +$5.22K 0.04% 331
2024
Q3 		$336K Buy
6,710
+134
+2% +$6.7K 0.03% 382
2024
Q2 		$332K Buy
6,576
+74
+1% +$3.61K 0.03% 373
2024
Q1 		$308K Buy
6,502
+112
+2% +$5.06K 0.03% 394
2023
Q4 		$276K Buy
6,390
+145
+2% +$5.92K 0.03% 414
2023
Q3 		$254K Buy
6,245
+80
+1% +$3.26K 0.02% 413
2023
Q2 		$247K Buy
6,165
+962
+18% +$38.2K 0.02% 410
2023
Q1 		$205K Sell
5,203
-216
-4% -$8.52K 0.02% 448
2022
Q4 		$200K Buy
+5,419
New +$198K 0.02% 460
2018
Q1 		– Sell
-10,700
Closed -$270K – 197
2017
Q4 		$270K Buy
10,700
+700
+7% +$28.2K 0.16% 148
2017
Q3 		$259K Buy
+10,000
New +$393K 0.16% 145

Other funds holding MAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Capital Investment Advisory Services's MAIN Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Main Street Capital (MAIN) stake by 1.6% in Q2 2026, buying an estimated $6.22K and bringing the position to 7,413 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #502.

Capital Investment Advisory Services first reported a position in MAIN in Q3 2017 and has held it in 17 quarters since. The position peaked at $451K in Q3 2025. 93 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Capital Investment Advisory Services held 7,413 shares of Main Street Capital worth $385K as of Q2 2026.
  • Capital Investment Advisory Services bought 118 Main Street Capital shares in Q2 2026, an estimated $6.22K.
  • Main Street Capital made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #502 holding.
  • Capital Investment Advisory Services first reported a position in Main Street Capital in Q3 2017 and has held it in 17 quarters since.
  • Capital Investment Advisory Services's Main Street Capital position peaked at $451K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.