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Independent Financial Group’s Main Street Capital MAIN Stock Holding History

Independent Financial Group’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 		$690K Sell
13,294
-1,393
-9% -$73.4K 0.01% 842
2026
Q1 		$778K Sell
14,687
-1,812
-11% -$107K 0.02% 717
2025
Q4 		$996K Sell
16,499
-351
-2% -$20.7K 0.02% 623
2025
Q3 		$1.07M Buy
16,850
+1,456
+9% +$94.1K 0.03% 579
2025
Q2 		$910K Sell
15,394
-2,428
-14% -$134K 0.03% 576
2025
Q1 		$1.01M Buy
17,822
+1,297
+8% +$77.1K 0.03% 478
2024
Q4 		$968K Buy
16,525
+3,073
+23% +$164K 0.03% 488
2024
Q3 		$674K Buy
13,452
+530
+4% +$26.5K 0.02% 558
2024
Q2 		$652K Buy
12,922
+1,258
+11% +$61.4K 0.03% 522
2024
Q1 		$552K Buy
11,664
+991
+9% +$44.8K 0.03% 551
2023
Q4 		$461K Buy
10,673
+1,077
+11% +$44K 0.02% 573
2023
Q3 		$390K Buy
9,596
+232
+2% +$9.47K 0.03% 565
2023
Q2 		$375K Sell
9,364
-2,099
-18% -$83.3K 0.03% 555
2023
Q1 		$452K Buy
11,463
+794
+7% +$31.3K 0.04% 478
2022
Q4 		$394K Sell
10,669
-23,801
-69% -$870K 0.03% 490
2022
Q3 		$1.16M Sell
34,470
-55,288
-62% -$2.28M 0.11% 191
2022
Q2 		$3.46M Buy
89,758
+27,274
+44% +$1.07M 0.37% 49
2022
Q1 		$2.66M Sell
62,484
-2,365
-4% -$101K 0.22% 94
2021
Q4 		$2.91M Sell
64,849
-168
-0.3% -$7.39K 0.24% 80
2021
Q3 		$2.67M Sell
65,017
-18,029
-22% -$750K 0.27% 81
2021
Q2 		$3.41M Buy
83,046
+7,430
+10% +$309K 0.36% 52
2021
Q1 		$2.96M Buy
75,616
+21,485
+40% +$754K 0.38% 53
2020
Q4 		$1.75M Buy
54,131
+15,236
+39% +$468K 0.26% 95
2020
Q3 		$1.15M Sell
38,895
-17,178
-31% -$526K 0.22% 116
2020
Q2 		$1.75M Buy
+56,073
New +$1.58M 0.38% 58

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

Independent Financial Group's MAIN Position: Q2 2026 in Review

Independent Financial Group reduced its Main Street Capital (MAIN) stake by 9.5% in Q2 2026, selling an estimated $73.4K and leaving 13,294 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #842.

Independent Financial Group first reported a position in MAIN in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.46M in Q2 2022. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Independent Financial Group held 13,294 shares of Main Street Capital worth $690K as of Q2 2026.
  • Independent Financial Group sold 1,393 Main Street Capital shares in Q2 2026, an estimated $73.4K.
  • Main Street Capital made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #842 holding.
  • Independent Financial Group first reported a position in Main Street Capital in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Main Street Capital position peaked at $3.46M in Q2 2022.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.