IAG Wealth Partners’s Main Street Capital MAIN Stock Holding History

IAG Wealth Partners’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 Q3	$16.5K	Hold	300	–	–	﹤0.01%	351
2026 Q2	$15.6K	Hold	300	–	–	﹤0.01%	338
2026 Q1	$15.9K	Hold	300	–	–	﹤0.01%	331
2025 Q4	$18.1K	Hold	300	–	–	﹤0.01%	302
2025 Q3	$19.1K	Hold	300	–	–	﹤0.01%	309
2025 Q2	$17.7K	Hold	300	–	–	﹤0.01%	289
2025 Q1	$17K	Hold	300	–	–	﹤0.01%	286
2024 Q4	$17.6K	Hold	300	–	–	﹤0.01%	291
2024 Q3	$15K	Hold	300	–	–	﹤0.01%	302
2024 Q2	$15.1K	Hold	300	–	–	﹤0.01%	291
2024 Q1	$14.2K	Hold	300	–	–	﹤0.01%	276
2023 Q4	$13K	Hold	300	–	–	﹤0.01%	277
2023 Q3	$12.2K	Hold	300	–	–	﹤0.01%	273
2023 Q2	$12K	Hold	300	–	–	﹤0.01%	291
2023 Q1	$11.8K	Hold	300	–	–	﹤0.01%	288
2022 Q4	$11.1K	Hold	300	–	–	﹤0.01%	273
2022 Q3	$10K	Hold	300	–	–	﹤0.01%	276
2022 Q2	$12K	Hold	300	–	–	﹤0.01%	260
2022 Q1	$13K	Hold	300	–	–	﹤0.01%	268
2021 Q4	$13K	Hold	300	–	–	﹤0.01%	271
2021 Q3	$13K	Hold	300	–	–	﹤0.01%	240
2021 Q2	$13K	Hold	300	–	–	﹤0.01%	232
2021 Q1	$12K	Hold	300	–	–	﹤0.01%	242
2020 Q4	$10K	Hold	300	–	–	﹤0.01%	237
2020 Q3	$9K	Hold	300	–	–	﹤0.01%	231
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	224
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	245
2019 Q4	$13K	Buy	+300	New	+$12.8K	0.01%	226

Other funds holding MAIN

Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IAG Wealth Partners's MAIN Position: Q3 2026 in Review

IAG Wealth Partners held its Main Street Capital (MAIN) position steady in Q3 2026 at 300 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

IAG Wealth Partners first reported a position in MAIN in Q4 2019 and has held it in 28 quarters since. The position peaked at $19.1K in Q3 2025. 211 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

IAG Wealth Partners held 300 shares of Main Street Capital worth $16.5K as of Q3 2026.
IAG Wealth Partners left its Main Street Capital share count unchanged in Q3 2026.
Main Street Capital made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #351 holding.
IAG Wealth Partners first reported a position in Main Street Capital in Q4 2019 and has held it in 28 quarters since.
IAG Wealth Partners's Main Street Capital position peaked at $19.1K in Q3 2025.
211 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.