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Concurrent Investment Advisors’s Main Street Capital MAIN Stock Holding History

Concurrent Investment Advisors’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
Q1 		$662K Buy
12,496
+658
+6% +$39K 0.01% 1084
2025
Q4 		$715K Sell
11,838
-2,193
-16% -$129K 0.01% 985
2025
Q3 		$892K Sell
14,031
-2,745
-16% -$177K 0.02% 688
2025
Q2 		$991K Buy
16,776
+1,856
+12% +$103K 0.02% 598
2025
Q1 		$844K Sell
14,920
-2,163
-13% -$129K 0.02% 598
2024
Q4 		$1M Sell
17,083
-1,561
-8% -$83.2K 0.03% 484
2024
Q3 		$935K Buy
18,644
+1,354
+8% +$67.7K 0.03% 482
2024
Q2 		$873K Buy
17,290
+6,686
+63% +$326K 0.03% 462
2024
Q1 		$502K Buy
10,604
+1,564
+17% +$70.7K 0.02% 551
2023
Q4 		$391K Buy
+9,040
New +$369K 0.02% 557

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return