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

Congress 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
2025 Q2	$317K	Hold	5,368	–	–	﹤0.01%	1053
2025 Q1	$304K	Buy	5,368 +29	+0.5%	+$1.72K	﹤0.01%	938
2024 Q4	$313K	Hold	5,339	–	–	﹤0.01%	754
2024 Q3	$268K	Hold	5,339	–	–	﹤0.01%	760
2024 Q2	$270K	Hold	5,339	–	–	﹤0.01%	638
2024 Q1	$253K	Sell	5,339 -750	-12%	-$33.9K	﹤0.01%	536
2023 Q4	$263K	Buy	6,089 +200	+3%	+$8.17K	﹤0.01%	551
2023 Q3	$239K	Buy	5,889 +750	+15%	+$30.6K	﹤0.01%	552
2023 Q2	$206K	Hold	5,139	–	–	﹤0.01%	536
2023 Q1	$203K	Buy	+5,139	New	+$203K	﹤0.01%	541

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBP

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Congress Wealth Management's MAIN Position: Q2 2025 in Review

Congress Wealth Management held its Main Street Capital (MAIN) position steady in Q2 2025 at 5,368 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Congress Wealth Management first reported a position in MAIN in Q1 2023 and has held it in 10 quarters since. 404 funds tracked by Wall St. Rank hold MAIN as of Q2 2025.

Congress Wealth Management held 5,368 shares of Main Street Capital worth $317K as of Q2 2025.
Congress Wealth Management left its Main Street Capital share count unchanged in Q2 2025.
Main Street Capital made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1053 holding.
Congress Wealth Management first reported a position in Main Street Capital in Q1 2023 and has held it in 10 quarters since.
404 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.