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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

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

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. 401 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.
  • 401 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.