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Farther Finance Advisors’s Main Street Capital MAIN Stock Holding History

Farther Finance 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 		$198K Sell
3,818
-79
-2% -$4.16K ﹤0.01% 2242
2026
Q1 		$202K Buy
3,897
+965
+33% +$57.2K ﹤0.01% 2010
2025
Q4 		$177K Buy
2,932
+784
+36% +$46.2K ﹤0.01% 1988
2025
Q3 		$137K Buy
2,148
+642
+43% +$41.5K ﹤0.01% 1842
2025
Q2 		$89K Sell
1,506
-1,496
-50% -$82.7K ﹤0.01% 1822
2025
Q1 		$173K Buy
3,002
+54
+2% +$3.21K ﹤0.01% 1287
2024
Q4 		$173K Buy
2,948
+5
+0.2% +$267 0.01% 1055
2024
Q3 		$148K Buy
2,943
+2,774
+1,641% +$139K 0.01% 1131
2024
Q2 		$8.53K Buy
169
+5
+3% +$244 ﹤0.01% 2145
2024
Q1 		$7.71K Buy
164
+3
+2% +$136 ﹤0.01% 1865
2023
Q4 		$6.95K Buy
161
+4
+3% +$163 ﹤0.01% 1802
2023
Q3 		$6.38K Buy
+157
New +$6.41K ﹤0.01% 1434
2023
Q2 		– Sell
-500
Closed -$19.7K – 2535
2023
Q1 		$19.7K Hold
500
– – 0.01% 911
2022
Q4 		$18.5K Buy
+500
New +$18.3K 0.01% 759

Other funds holding MAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
TA
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Farther Finance Advisors's MAIN Position: Q2 2026 in Review

Farther Finance Advisors reduced its Main Street Capital (MAIN) stake by 2% in Q2 2026, selling an estimated $4.16K and leaving 3,818 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Farther Finance Advisors first reported a position in MAIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $202K in Q1 2026. 47 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Farther Finance Advisors held 3,818 shares of Main Street Capital worth $198K as of Q2 2026.
  • Farther Finance Advisors sold 79 Main Street Capital shares in Q2 2026, an estimated $4.16K.
  • Main Street Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2242 holding.
  • Farther Finance Advisors first reported a position in Main Street Capital in Q4 2022 and has held it in 14 quarters since.
  • Farther Finance Advisors's Main Street Capital position peaked at $202K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.