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Estate Planners Group’s Main Street Capital MAIN Stock Holding History

Estate Planners 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
-2,894
Closed -$175K – 272
2025
Q4 		$175K Buy
+2,894
New +$171K 0.08% 78

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 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

Estate Planners Group's MAIN Position: Q1 2026 in Review

Estate Planners Group sold out of Main Street Capital (MAIN) in Q1 2026, closing a stake of 2,894 shares — an estimated $175K sold.

Estate Planners Group first reported a position in MAIN in Q4 2025 and held it in 1 quarter. The position peaked at $175K in Q4 2025. 423 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

  • Estate Planners Group reported no remaining Main Street Capital position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 2,894 Main Street Capital shares in Q1 2026, an estimated $175K.
  • Estate Planners Group first reported a position in Main Street Capital in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Main Street Capital position peaked at $175K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.