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BFC Planning, Inc.’s Main Street Capital MAIN Stock Holding History

BFC Planning, 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
2026
Q2 		$93.3K Buy
1,798
+1,083
+151% +$57.1K ﹤0.01% 1267
2026
Q1 		$37.9K Sell
715
-143
-17% -$8.47K ﹤0.01% 1451
2025
Q4 		$51.8K Buy
858
+366
+74% +$21.6K ﹤0.01% 1351
2025
Q3 		$31.3K Hold
492
– – ﹤0.01% 1373
2025
Q2 		$29.1K Hold
492
– – ﹤0.01% 1344
2025
Q1 		$27.8K Sell
492
-130
-21% -$7.73K ﹤0.01% 1331
2024
Q4 		$36.4K Buy
+622
New +$33.2K ﹤0.01% 1234

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
Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

BFC Planning, Inc.'s MAIN Position: Q2 2026 in Review

BFC Planning, Inc. increased its Main Street Capital (MAIN) stake by 151% in Q2 2026, buying an estimated $57.1K and bringing the position to 1,798 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

BFC Planning, Inc. first reported a position in MAIN in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • BFC Planning, Inc. held 1,798 shares of Main Street Capital worth $93.3K as of Q2 2026.
  • BFC Planning, Inc. bought 1,083 Main Street Capital shares in Q2 2026, an estimated $57.1K.
  • Main Street Capital made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1267 holding.
  • BFC Planning, Inc. first reported a position in Main Street Capital in Q4 2024 and has held it in 7 quarters since.
  • 403 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.