CX Institutional’s Main Street Capital MAIN Stock Holding History

CX Institutional’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 Q3	$65K	Buy	+1,186	New	+$66.3K	﹤0.01%	967
2025 Q4	–	Sell	-156	Closed	-$10K	–	1565
2025 Q3	$10K	Buy	+156	New	+$10.1K	﹤0.01%	1192
2019 Q1	–	Sell	-5,776	Closed	-$195K	–	810
2018 Q4	$195K	Buy	5,776 +5,576	+2,788%	+$207K	0.04%	168
2018 Q3	$8K	Hold	200	–	–	﹤0.01%	268
2018 Q2	$8K	Buy	+200	New	+$7.61K	﹤0.01%	240

Other funds holding MAIN

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CX Institutional's MAIN Position: Q3 2026 in Review

CX Institutional opened a new position in Main Street Capital (MAIN) in Q3 2026: 1,186 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: CX Institutional previously reported a position in MAIN as recently as Q3 2025.

CX Institutional first reported a position in MAIN in Q2 2018 and has held it in 5 quarters since. The position peaked at $195K in Q4 2018. 16 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

CX Institutional held 1,186 shares of Main Street Capital worth $65K as of Q3 2026.
Main Street Capital was a new CX Institutional position in Q3 2026.
Main Street Capital made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #967 holding.
CX Institutional first reported a position in Main Street Capital in Q2 2018 and has held it in 5 quarters since.
CX Institutional's Main Street Capital position peaked at $195K in Q4 2018.
16 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.