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Legacy Capital Wealth Partners’s Main Street Capital MAIN Stock Holding History

Legacy Capital Wealth Partners’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 		$1.71M Buy
33,016
+4,264
+15% +$225K 0.33% 63
2026
Q1 		$1.52M Buy
28,752
+1,166
+4% +$69.1K 0.31% 61
2025
Q4 		$1.67M Buy
27,586
+1,938
+8% +$114K 0.36% 51
2025
Q3 		$1.63M Sell
25,648
-602
-2% -$38.9K 0.35% 49
2025
Q2 		$1.55M Sell
26,250
-1,183
-4% -$65.4K 0.35% 50
2025
Q1 		$1.55M Sell
27,433
-4,585
-14% -$273K 0.38% 44
2024
Q4 		$1.88M Sell
32,018
-37,049
-54% -$1.97M 0.46% 33
2024
Q3 		$3.46M Buy
69,067
+33,450
+94% +$1.67M 0.69% 25
2024
Q2 		$1.8M Buy
+35,617
New +$1.74M 0.46% 35
2024
Q1 		– Sell
-37,224
Closed -$1.61M – 246
2023
Q4 		$1.61M Buy
37,224
+2,836
+8% +$116K 0.46% 45
2023
Q3 		$1.4M Buy
+34,388
New +$1.4M 0.38% 50
2023
Q2 		– Sell
-32,204
Closed -$1.27M – 151
2023
Q1 		$1.27M Buy
32,204
+2,010
+7% +$79.2K 0.35% 53
2022
Q4 		$1.12M Buy
30,194
+4,064
+16% +$149K 0.53% 36
2022
Q3 		$879K Sell
26,130
-938
-3% -$38.6K 0.47% 39
2022
Q2 		$1.04M Buy
27,068
+802
+3% +$31.4K 0.52% 33
2022
Q1 		$1.12M Sell
26,266
-2,101
-7% -$90K 0.48% 40
2021
Q4 		$1.27M Buy
28,367
+968
+4% +$42.6K 0.53% 30
2021
Q3 		$2.33M Buy
+27,399
New +$1.14M 0.91% 34

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

Legacy Capital Wealth Partners's MAIN Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Main Street Capital (MAIN) stake by 15% in Q2 2026, buying an estimated $225K and bringing the position to 33,016 shares worth $1.71M. The position accounts for 0.33% of the portfolio, ranked #63.

Legacy Capital Wealth Partners first reported a position in MAIN in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.46M in Q3 2024. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Legacy Capital Wealth Partners held 33,016 shares of Main Street Capital worth $1.71M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 4,264 Main Street Capital shares in Q2 2026, an estimated $225K.
  • Main Street Capital made up 0.33% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Legacy Capital Wealth Partners first reported a position in Main Street Capital in Q3 2021 and has held it in 18 quarters since.
  • Legacy Capital Wealth Partners's Main Street Capital position peaked at $3.46M in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.