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Cornerstone Planning Group’s Main Street Capital MAIN Stock Holding History

Cornerstone Planning Group’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 		– Sell
-156
Closed -$10K – 1878
2025
Q4 		$10K Buy
+156
New +$9.2K ﹤0.01% 802

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 $666B 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 $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Cornerstone Planning Group's MAIN Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Main Street Capital (MAIN) in Q1 2026, closing a stake of 156 shares — an estimated $10K sold.

Cornerstone Planning Group first reported a position in MAIN in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 423 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Main Street Capital position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 156 Main Street Capital shares in Q1 2026, an estimated $10K.
  • Cornerstone Planning Group first reported a position in Main Street Capital in Q4 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Main Street Capital position peaked at $10K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.