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

HHM 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 		$141K Sell
2,709
-76
-3% -$4.01K 0.01% 251
2026
Q1 		$147K Sell
2,785
-100
-3% -$5.92K 0.02% 221
2025
Q4 		$174K Sell
2,885
-400
-12% -$23.6K 0.02% 211
2025
Q3 		$209K Hold
3,285
– – 0.02% 198
2025
Q2 		$194K Hold
3,285
– – 0.02% 205
2025
Q1 		$186K Hold
3,285
– – 0.03% 190
2024
Q4 		$192K Hold
3,285
– – 0.03% 190
2024
Q3 		$165K Sell
3,285
-700
-18% -$35K 0.02% 199
2024
Q2 		$201K Buy
3,985
+3,900
+4,588% +$190K 0.03% 171
2024
Q1 		$4.02K Hold
85
– – ﹤0.01% 644
2023
Q4 		$3.67K Hold
85
– – ﹤0.01% 652
2023
Q3 		$3.45K Hold
85
– – ﹤0.01% 679
2023
Q2 		$3.4K Hold
85
– – ﹤0.01% 700
2023
Q1 		$3.35K Hold
85
– – ﹤0.01% 688
2022
Q4 		$3.14K Hold
85
– – ﹤0.01% 570
2022
Q3 		$3K Sell
85
-1,000
-92% -$41.2K ﹤0.01% 582
2022
Q2 		$42K Hold
1,085
– – 0.01% 302
2022
Q1 		$46K Hold
1,085
– – 0.01% 322
2021
Q4 		$49K Hold
1,085
– – 0.01% 313
2021
Q3 		$45K Hold
1,085
– – 0.01% 308
2021
Q2 		$45K Buy
1,085
+85
+9% +$3.53K 0.01% 312
2021
Q1 		$39K Hold
1,000
– – 0.01% 312
2020
Q4 		$32K Hold
1,000
– – 0.01% 310
2020
Q3 		$30K Hold
1,000
– – 0.01% 279
2020
Q2 		$31K Hold
1,000
– – 0.01% 268
2020
Q1 		$21K Buy
+1,000
New +$37.4K 0.01% 294

Other funds holding MAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Main Street Capital (MAIN) stake by 2.7% in Q2 2026, selling an estimated $4.01K and leaving 2,709 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #251.

HHM Wealth Advisors first reported a position in MAIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $209K in Q3 2025. 94 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • HHM Wealth Advisors held 2,709 shares of Main Street Capital worth $141K as of Q2 2026.
  • HHM Wealth Advisors sold 76 Main Street Capital shares in Q2 2026, an estimated $4.01K.
  • Main Street Capital made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #251 holding.
  • HHM Wealth Advisors first reported a position in Main Street Capital in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Main Street Capital position peaked at $209K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

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