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FSM Wealth Advisors’s Main Street Capital MAIN Stock Holding History

FSM Wealth 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 		$344K Buy
6,638
+136
+2% +$7.17K 0.04% 236
2026
Q1 		$344K Sell
6,502
-15
-0.2% -$889 0.04% 214
2025
Q4 		$394K Buy
6,517
+112
+2% +$6.6K 0.05% 195
2025
Q3 		$407K Buy
6,405
+101
+2% +$6.53K 0.06% 196
2025
Q2 		$384K Buy
6,304
+86
+1% +$4.75K 0.06% 185
2025
Q1 		$352K Buy
+6,218
New +$370K 0.08% 141

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

FSM Wealth Advisors's MAIN Position: Q2 2026 in Review

FSM Wealth Advisors increased its Main Street Capital (MAIN) stake by 2.1% in Q2 2026, buying an estimated $7.17K and bringing the position to 6,638 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #236.

FSM Wealth Advisors first reported a position in MAIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $407K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • FSM Wealth Advisors held 6,638 shares of Main Street Capital worth $344K as of Q2 2026.
  • FSM Wealth Advisors bought 136 Main Street Capital shares in Q2 2026, an estimated $7.17K.
  • Main Street Capital made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #236 holding.
  • FSM Wealth Advisors first reported a position in Main Street Capital in Q1 2025 and has held it in 6 quarters since.
  • FSM Wealth Advisors's Main Street Capital position peaked at $407K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.