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

JFS 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	$5.34K	Buy	+103	New	+$5.43K	﹤0.01%	1249
2018 Q2	–	Sell	-400	Closed	-$15K	–	517
2018 Q1	$15K	Hold	400	–	–	﹤0.01%	341
2017 Q4	$16K	Hold	400	–	–	﹤0.01%	346
2017 Q3	$16K	Buy	+400	New	+$15.7K	﹤0.01%	343

Other funds holding MAIN

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Main Street Capital (MAIN) in Q2 2026: 103 shares worth $5.34K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in MAIN as recently as Q1 2018.

JFS Wealth Advisors first reported a position in MAIN in Q3 2017 and has held it in 4 quarters since. The position peaked at $16K in Q4 2017. 47 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

JFS Wealth Advisors held 103 shares of Main Street Capital worth $5.34K as of Q2 2026.
Main Street Capital was a new JFS Wealth Advisors position in Q2 2026.
Main Street Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1249 holding.
JFS Wealth Advisors first reported a position in Main Street Capital in Q3 2017 and has held it in 4 quarters since.
JFS Wealth Advisors's Main Street Capital position peaked at $16K in Q4 2017.
47 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.