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HB Wealth Management’s Main Street Capital MAIN Stock Holding History

HB Wealth Management’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 		$753K Buy
14,521
+1,113
+8% +$58.7K ﹤0.01% 891
2026
Q1 		$710K Buy
13,408
+951
+8% +$56.3K ﹤0.01% 817
2025
Q4 		$752K Buy
12,457
+1,386
+13% +$81.7K ﹤0.01% 729
2025
Q3 		$704K Buy
11,071
+6,614
+148% +$427K ﹤0.01% 715
2025
Q2 		$263K Sell
4,457
-6,550
-60% -$362K ﹤0.01% 991
2025
Q1 		$623K Buy
11,007
+1,332
+14% +$79.2K 0.01% 696
2024
Q4 		$567K Buy
9,675
+88
+0.9% +$4.69K 0.01% 578
2024
Q3 		$481K Buy
9,587
+91
+1% +$4.55K 0.01% 595
2024
Q2 		$479K Buy
9,496
+91
+1% +$4.44K 0.01% 557
2024
Q1 		$445K Sell
9,405
-26
-0.3% -$1.18K 0.01% 543
2023
Q4 		$408K Buy
9,431
+223
+2% +$9.11K 0.01% 515
2023
Q3 		$374K Buy
9,208
+98
+1% +$4K 0.01% 512
2023
Q2 		$365K Buy
9,110
+98
+1% +$3.89K 0.01% 496
2023
Q1 		$356K Buy
9,012
+198
+2% +$7.8K 0.01% 495
2022
Q4 		$326K Buy
+8,814
New +$322K 0.01% 495

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

HB Wealth Management's MAIN Position: Q2 2026 in Review

HB Wealth Management increased its Main Street Capital (MAIN) stake by 8.3% in Q2 2026, buying an estimated $58.7K and bringing the position to 14,521 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

HB Wealth Management first reported a position in MAIN in Q4 2022 and has held it in 15 quarters since. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • HB Wealth Management held 14,521 shares of Main Street Capital worth $753K as of Q2 2026.
  • HB Wealth Management bought 1,113 Main Street Capital shares in Q2 2026, an estimated $58.7K.
  • Main Street Capital made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #891 holding.
  • HB Wealth Management first reported a position in Main Street Capital in Q4 2022 and has held it in 15 quarters since.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.