Crewe Advisors’s Main Street Capital MAIN Stock Holding History

Crewe 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	$11.4K	Hold	219	–	–	﹤0.01%	734
2026 Q1	$11.6K	Hold	219	–	–	﹤0.01%	610
2025 Q4	$13.2K	Sell	219 -1	-0.5%	-$59	﹤0.01%	565
2025 Q3	$14K	Hold	220	–	–	﹤0.01%	568
2025 Q2	$13K	Hold	220	–	–	﹤0.01%	426
2025 Q1	$12.4K	Buy	220 +1	+0.5%	+$59	﹤0.01%	406
2024 Q4	$12.8K	Buy	219 +11	+5%	+$586	﹤0.01%	405
2024 Q3	$10.4K	Buy	208 +87	+72%	+$4.35K	﹤0.01%	488
2024 Q2	$6.11K	Buy	121 +48	+66%	+$2.34K	﹤0.01%	764
2024 Q1	$3.45K	Buy	+73	New	+$3.3K	﹤0.01%	797

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

Crewe Advisors's MAIN Position: Q2 2026 in Review

Crewe Advisors held its Main Street Capital (MAIN) position steady in Q2 2026 at 219 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Crewe Advisors first reported a position in MAIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $14K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Crewe Advisors held 219 shares of Main Street Capital worth $11.4K as of Q2 2026.
Crewe Advisors left its Main Street Capital share count unchanged in Q2 2026.
Main Street Capital made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #734 holding.
Crewe Advisors first reported a position in Main Street Capital in Q1 2024 and has held it in 10 quarters since.
Crewe Advisors's Main Street Capital position peaked at $14K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.