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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Main Street Capital MAIN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q4 		– Sell
-215
Closed -$13.7K – 578
2025
Q3 		$13.7K Buy
+215
New +$13.9K ﹤0.01% 382

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MAIN Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Main Street Capital (MAIN) in Q4 2025, closing a stake of 215 shares — an estimated $13.7K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MAIN in Q3 2025 and held it in 1 quarter. The position peaked at $13.7K in Q3 2025. 430 funds tracked by Wall St. Rank hold MAIN as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Main Street Capital position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 215 Main Street Capital shares in Q4 2025, an estimated $13.7K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Main Street Capital in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Main Street Capital position peaked at $13.7K in Q3 2025.
  • 430 funds tracked by Wall St. Rank held Main Street Capital as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.