EP Wealth Advisors’s Main Street Capital MAIN Stock Holding History

EP Wealth 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	$248K	Buy	+4,772	New	+$252K	﹤0.01%	1401
2019 Q4	–	Sell	-6,330	Closed	-$274K	–	427
2019 Q3	$274K	Buy	+6,330	New	+$270K	0.01%	291
2017 Q3	–	Sell	-7,000	Closed	-$269K	–	187
2017 Q2	$269K	Sell	7,000 -13,000	-65%	-$505K	0.03%	146
2017 Q1	$765K	Buy	+20,000	New	+$739K	0.11%	69

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

EP Wealth Advisors's MAIN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Main Street Capital (MAIN) in Q2 2026: 4,772 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1401 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in MAIN as recently as Q3 2019.

EP Wealth Advisors first reported a position in MAIN in Q1 2017 and has held it in 4 quarters since. The position peaked at $765K in Q1 2017. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

EP Wealth Advisors held 4,772 shares of Main Street Capital worth $248K as of Q2 2026.
Main Street Capital was a new EP Wealth Advisors position in Q2 2026.
Main Street Capital made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1401 holding.
EP Wealth Advisors first reported a position in Main Street Capital in Q1 2017 and has held it in 4 quarters since.
EP Wealth Advisors's Main Street Capital position peaked at $765K in Q1 2017.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.