Jones Financial Companies’s Main Street Capital MAIN Stock Holding History

Jones Financial Companies’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	$437K	Buy	8,563 +739	+9%	+$38.9K	﹤0.01%	2271
2026 Q1	$403K	Buy	7,824 +4	+0.1%	+$237	﹤0.01%	2140
2025 Q4	$472K	Buy	7,820 +2,654	+51%	+$156K	﹤0.01%	1540
2025 Q3	$329K	Buy	5,166 +1,774	+52%	+$115K	﹤0.01%	1577
2025 Q2	$200K	Buy	3,392 +541	+19%	+$29.9K	﹤0.01%	1663
2025 Q1	$162K	Buy	2,851 +1,545	+118%	+$91.9K	﹤0.01%	1575
2024 Q4	$76.5K	Buy	1,306 +311	+31%	+$16.6K	﹤0.01%	1720
2024 Q3	$50K	Buy	995 +889	+839%	+$44.4K	﹤0.01%	1635
2024 Q2	$5.35K	Sell	106 -63	-37%	-$3.07K	﹤0.01%	1925
2024 Q1	$8K	Buy	+169	New	+$7.64K	﹤0.01%	1104

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

Jones Financial Companies's MAIN Position: Q2 2026 in Review

Jones Financial Companies increased its Main Street Capital (MAIN) stake by 9.4% in Q2 2026, buying an estimated $38.9K and bringing the position to 8,563 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Jones Financial Companies first reported a position in MAIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $472K in Q4 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Jones Financial Companies held 8,563 shares of Main Street Capital worth $437K as of Q2 2026.
Jones Financial Companies bought 739 Main Street Capital shares in Q2 2026, an estimated $38.9K.
Main Street Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2271 holding.
Jones Financial Companies first reported a position in Main Street Capital in Q1 2024 and has held it in 10 quarters since.
Jones Financial Companies's Main Street Capital position peaked at $472K in Q4 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.