Focus Financial Network’s Main Street Capital MAIN Stock Holding History

Focus Financial Network’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	$2.43M	Buy	46,751 +3,932	+9%	+$207K	0.08%	208
2026 Q1	$2.27M	Buy	42,819 +4,021	+10%	+$238K	0.08%	195
2025 Q4	$2.34M	Buy	38,798 +1,623	+4%	+$95.7K	0.08%	187
2025 Q3	$2.36M	Buy	37,175 +3,326	+10%	+$215K	0.08%	179
2025 Q2	$2M	Buy	33,849 +4,160	+14%	+$230K	0.08%	192
2025 Q1	$1.68M	Buy	29,689 +2,558	+9%	+$152K	0.07%	208
2024 Q4	$1.59M	Buy	27,131 +2,869	+12%	+$153K	0.06%	215
2024 Q3	$1.22M	Buy	24,262 +1,365	+6%	+$68.2K	0.05%	250
2024 Q2	$1.15M	Buy	22,897 +3,703	+19%	+$181K	0.05%	252
2024 Q1	$906K	Buy	19,194 +6,359	+50%	+$287K	0.04%	269
2023 Q4	$555K	Sell	12,835 -4,544	-26%	-$186K	0.02%	436
2023 Q3	$706K	Buy	17,379 +1,953	+13%	+$79.7K	0.04%	291
2023 Q2	$618K	Buy	15,426 +3,542	+30%	+$141K	0.03%	319
2023 Q1	$469K	Buy	+11,884	New	+$468K	0.03%	365

Other funds holding MAIN

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return