Institute for Wealth Management’s Main Street Capital MAIN Stock Holding History

Institute for 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	$22K	Buy	+425	New	+$22.4K	﹤0.01%	1105

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

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

Institute for Wealth Management's MAIN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Main Street Capital (MAIN) in Q2 2026: 425 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings.

401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Institute for Wealth Management held 425 shares of Main Street Capital worth $22K as of Q2 2026.
Main Street Capital was a new Institute for Wealth Management position in Q2 2026.
Main Street Capital made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1105 holding.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.