Kaizen Financial Strategies’s Main Street Capital MAIN Stock Holding History

Kaizen Financial Strategies’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	–	Sell	-3,976	Closed	-$213K	–	186
2026 Q1	$213K	Buy	3,976 +69	+2%	+$4.09K	0.09%	158
2025 Q4	$236K	Buy	3,907 +33	+0.9%	+$1.95K	0.1%	143
2025 Q3	$221K	Buy	3,874 +357	+10%	+$23.1K	0.1%	142
2025 Q2	$208K	Buy	+3,517	New	+$194K	0.11%	142
2025 Q1	–	Sell	-3,632	Closed	-$213K	–	146
2024 Q4	$213K	Buy	+3,632	New	+$194K	0.12%	123

Other funds holding MAIN

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Kaizen Financial Strategies's MAIN Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of Main Street Capital (MAIN) in Q2 2026, closing a stake of 3,976 shares — an estimated $213K sold.

Kaizen Financial Strategies first reported a position in MAIN in Q4 2024 and held it in 5 quarters. The position peaked at $236K in Q4 2025. 145 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Kaizen Financial Strategies reported no remaining Main Street Capital position as of Q2 2026 after selling out during the quarter.
Kaizen Financial Strategies sold 3,976 Main Street Capital shares in Q2 2026, an estimated $213K.
Kaizen Financial Strategies first reported a position in Main Street Capital in Q4 2024 and held it in 5 quarters.
Kaizen Financial Strategies's Main Street Capital position peaked at $236K in Q4 2025.
145 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.