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

Cornerstone 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
2026 Q2	$214K	Buy	+4,133	New	+$218K	0.01%	704
2026 Q1	–	Sell	-3,674	Closed	-$222K	–	727
2025 Q4	$222K	Buy	3,674 +20	+0.5%	+$1.18K	0.01%	629
2025 Q3	$232K	Buy	3,654 +29	+0.8%	+$1.87K	0.01%	604
2025 Q2	$214K	Sell	3,625 -182	-5%	-$10.1K	0.01%	598
2025 Q1	$215K	Buy	3,807 +244	+7%	+$14.5K	0.01%	565
2024 Q4	$209K	Buy	+3,563	New	+$190K	0.01%	555
2020 Q1	–	Sell	-4,719	Closed	-$203K	–	365
2019 Q4	$203K	Buy	4,719 +68	+1%	+$2.91K	0.03%	331
2019 Q3	$201K	Buy	+4,651	New	+$198K	0.04%	326
2018 Q4	–	Sell	-50,935	Closed	-$1.27M	–	815
2018 Q3	$1.27M	Sell	50,935 -40,085	-44%	-$1.59M	0.02%	645
2018 Q2	$2.39M	Buy	+91,020	New	+$3.46M	0.03%	482

Other funds holding MAIN

UBP

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Cornerstone Wealth Management's MAIN Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Main Street Capital (MAIN) in Q2 2026: 4,133 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in MAIN as recently as Q4 2025.

Cornerstone Wealth Management first reported a position in MAIN in Q2 2018 and has held it in 10 quarters since. The position peaked at $2.39M in Q2 2018. 93 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Cornerstone Wealth Management held 4,133 shares of Main Street Capital worth $214K as of Q2 2026.
Main Street Capital was a new Cornerstone Wealth Management position in Q2 2026.
Main Street Capital made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #704 holding.
Cornerstone Wealth Management first reported a position in Main Street Capital in Q2 2018 and has held it in 10 quarters since.
Cornerstone Wealth Management's Main Street Capital position peaked at $2.39M in Q2 2018.
93 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.