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Foundations Investment Advisors’s Main Street Capital MAIN Stock Holding History

Foundations Investment 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 		$1.83M Sell
35,251
-3,273
-8% -$173K 0.02% 423
2026
Q1 		$2.04M Buy
38,524
+925
+2% +$54.8K 0.03% 372
2025
Q4 		$2.27M Sell
37,599
-1,344
-3% -$79.2K 0.03% 328
2025
Q3 		$2.48M Buy
38,943
+1,760
+5% +$114K 0.04% 295
2025
Q2 		$2.2M Buy
37,183
+8,526
+30% +$471K 0.03% 299
2025
Q1 		$1.62M Buy
28,657
+5,418
+23% +$322K 0.03% 322
2024
Q4 		$1.36M Buy
23,239
+8,061
+53% +$430K 0.03% 351
2024
Q3 		$761K Sell
15,178
-776
-5% -$38.8K 0.02% 416
2024
Q2 		$806K Sell
15,954
-78,402
-83% -$3.83M 0.02% 384
2024
Q1 		$4.46M Buy
94,356
+392
+0.4% +$17.7K 0.12% 147
2023
Q4 		$4.22M Buy
93,964
+14,565
+18% +$595K 0.11% 141
2023
Q3 		$3.23M Buy
79,399
+7,992
+11% +$326K 0.1% 160
2023
Q2 		$2.86M Buy
71,407
+66,078
+1,240% +$2.62M 0.09% 153
2023
Q1 		$210K Sell
5,329
-182
-3% -$7.17K 0.01% 472
2022
Q4 		$204K Buy
+5,511
New +$201K 0.01% 410
2020
Q2 		– Sell
-18,565
Closed -$341K – 171
2020
Q1 		$341K Buy
18,565
+3,712
+25% +$139K 0.04% 87
2019
Q4 		$644K Buy
+14,853
New +$635K 0.08% 81

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Foundations Investment Advisors's MAIN Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Main Street Capital (MAIN) stake by 8.5% in Q2 2026, selling an estimated $173K and leaving 35,251 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #423.

Foundations Investment Advisors first reported a position in MAIN in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.46M in Q1 2024. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Foundations Investment Advisors held 35,251 shares of Main Street Capital worth $1.83M as of Q2 2026.
  • Foundations Investment Advisors sold 3,273 Main Street Capital shares in Q2 2026, an estimated $173K.
  • Main Street Capital made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #423 holding.
  • Foundations Investment Advisors first reported a position in Main Street Capital in Q4 2019 and has held it in 17 quarters since.
  • Foundations Investment Advisors's Main Street Capital position peaked at $4.46M in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.