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Larson Financial Group’s Main Street Capital MAIN Stock Holding History

Larson Financial Group’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 		$3.16M Buy
61,004
+604
+1% +$31.8K 0.08% 193
2026
Q1 		$3.2M Buy
60,400
+2,120
+4% +$126K 0.1% 173
2025
Q4 		$3.52M Sell
58,280
-1,063
-2% -$62.7K 0.12% 159
2025
Q3 		$3.77M Buy
59,343
+352
+0.6% +$22.7K 0.13% 142
2025
Q2 		$3.49M Buy
58,991
+3,251
+6% +$180K 0.14% 143
2025
Q1 		$3.15M Buy
55,740
+2,503
+5% +$149K 0.15% 127
2024
Q4 		$3.12M Buy
53,237
+8,269
+18% +$441K 0.16% 115
2024
Q3 		$2.25M Buy
44,968
+1,931
+4% +$96.5K 0.13% 146
2024
Q2 		$2.17M Buy
43,037
+2,638
+7% +$129K 0.15% 123
2024
Q1 		$1.91M Sell
40,399
-574
-1% -$25.9K 0.15% 125
2023
Q4 		$1.77M Buy
40,973
+263
+0.6% +$10.7K 0.15% 119
2023
Q3 		$1.65M Buy
40,710
+267
+0.7% +$10.9K 0.16% 116
2023
Q2 		$1.62M Sell
40,443
-1,044
-3% -$41.4K 0.16% 115
2023
Q1 		$1.64M Buy
41,487
+238
+0.6% +$9.38K 0.18% 111
2022
Q4 		$1.52M Buy
41,249
+2,159
+6% +$78.9K 0.18% 112
2022
Q3 		$1.31M Buy
39,090
+38,682
+9,481% +$1.59M 0.19% 109
2022
Q2 		$16K Buy
+408
New +$15.9K ﹤0.01% 601
2020
Q3 		– Sell
-573
Closed -$18K – 793
2020
Q2 		$18K Buy
573
+12
+2% +$338 0.01% 297
2020
Q1 		$12K Buy
561
+9
+2% +$337 0.01% 268
2019
Q4 		$24K Buy
552
+11
+2% +$470 0.01% 206
2019
Q3 		$23K Buy
541
+8
+2% +$341 0.02% 204
2019
Q2 		$22K Buy
533
+11
+2% +$438 0.02% 179
2019
Q1 		$19K Buy
522
+8
+2% +$298 0.02% 179
2018
Q4 		$17K Buy
+514
New +$19.1K 0.02% 175

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

Larson Financial Group's MAIN Position: Q2 2026 in Review

Larson Financial Group increased its Main Street Capital (MAIN) stake by 1% in Q2 2026, buying an estimated $31.8K and bringing the position to 61,004 shares worth $3.16M. The position accounts for 0.08% of the portfolio, ranked #193.

Larson Financial Group first reported a position in MAIN in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.77M in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Larson Financial Group held 61,004 shares of Main Street Capital worth $3.16M as of Q2 2026.
  • Larson Financial Group bought 604 Main Street Capital shares in Q2 2026, an estimated $31.8K.
  • Main Street Capital made up 0.08% of Larson Financial Group's portfolio in Q2 2026, its #193 holding.
  • Larson Financial Group first reported a position in Main Street Capital in Q4 2018 and has held it in 24 quarters since.
  • Larson Financial Group's Main Street Capital position peaked at $3.77M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

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