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 Q2	$2.56M	Buy	49,281 +36,785	+294%	+$1.94M	0.02%	644
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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Concurrent Investment Advisors's MAIN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Main Street Capital (MAIN) stake by 294% in Q2 2026, buying an estimated $1.94M and bringing the position to 49,281 shares worth $2.56M. The position accounts for 0.02% of the portfolio, ranked #644.

Concurrent Investment Advisors first reported a position in MAIN in Q4 2023 and has held it in 11 quarters since. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Concurrent Investment Advisors held 49,281 shares of Main Street Capital worth $2.56M as of Q2 2026.
Concurrent Investment Advisors bought 36,785 Main Street Capital shares in Q2 2026, an estimated $1.94M.
Main Street Capital made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #644 holding.
Concurrent Investment Advisors first reported a position in Main Street Capital in Q4 2023 and has held it in 11 quarters since.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.