IFWM
MAIN icon

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

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 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
BFAI
Bridgelight Financial Advisors, Inc. Shelton, Connecticut $146M AUM

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.

241 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.
  • 241 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.