Castleview Partners’s Main Street Capital MAIN Stock Holding History

Castleview Partners’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	$1.3M	Hold	23,680	–	–	0.57%	37
2026 Q2	$1.23M	Hold	23,680	–	–	0.54%	39
2026 Q1	$1.25M	Hold	23,680	–	–	0.64%	33
2025 Q4	$1.43M	Buy	+23,680	New	+$1.4M	0.71%	30
2023 Q3	–	Sell	-365	Closed	-$14.6K	–	729
2023 Q2	$14.6K	Buy	365 +6	+2%	+$238	0.01%	392
2023 Q1	$14.2K	Buy	359 +6	+2%	+$237	0.01%	378
2022 Q4	$13K	Buy	353 +322	+1,039%	+$11.8K	0.01%	333
2022 Q3	$1K	Buy	+31	New	+$1.28K	﹤0.01%	581

Other funds holding MAIN

SMH

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Castleview Partners's MAIN Position: Q3 2026 in Review

Castleview Partners held its Main Street Capital (MAIN) position steady in Q3 2026 at 23,680 shares worth $1.3M. The position accounts for 0.57% of the portfolio, ranked #37.

Castleview Partners first reported a position in MAIN in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.43M in Q4 2025. 46 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

Castleview Partners held 23,680 shares of Main Street Capital worth $1.3M as of Q3 2026.
Castleview Partners left its Main Street Capital share count unchanged in Q3 2026.
Main Street Capital made up 0.57% of Castleview Partners's portfolio in Q3 2026, its #37 holding.
Castleview Partners first reported a position in Main Street Capital in Q3 2022 and has held it in 8 quarters since.
Castleview Partners's Main Street Capital position peaked at $1.43M in Q4 2025.
46 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.