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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
Q3 		$144K Sell
2,622
-1,196
-31% -$66.9K ﹤0.01% 2563
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

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
CP
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
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

Farther Finance Advisors's MAIN Position: Q3 2026 in Review

Farther Finance Advisors reduced its Main Street Capital (MAIN) stake by 31% in Q3 2026, selling an estimated $66.9K and leaving 2,622 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Farther Finance Advisors first reported a position in MAIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $202K in Q1 2026. 16 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

  • Farther Finance Advisors held 2,622 shares of Main Street Capital worth $144K as of Q3 2026.
  • Farther Finance Advisors sold 1,196 Main Street Capital shares in Q3 2026, an estimated $66.9K.
  • Main Street Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2563 holding.
  • Farther Finance Advisors first reported a position in Main Street Capital in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Main Street Capital position peaked at $202K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.