Lido Advisors’s Main Street Capital MAIN Stock Holding History

Lido 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 Q3	$2.11M	Buy	38,245 +1,538	+4%	+$86K	0.01%	778
2026 Q2	$1.9M	Buy	36,707 +7,327	+25%	+$386K	0.01%	814
2026 Q1	$1.56M	Buy	29,380 +16,860	+135%	+$999K	﹤0.01%	785
2025 Q4	$794K	Buy	12,520 +209	+2%	+$12.3K	﹤0.01%	1106
2025 Q3	$783K	Sell	12,311 -6,043	-33%	-$391K	﹤0.01%	1056
2025 Q2	$1.08M	Sell	18,354 -2,321	-11%	-$128K	﹤0.01%	807
2025 Q1	$1.17M	Buy	20,675 +602	+3%	+$35.8K	0.01%	713
2024 Q4	$1.18M	Buy	20,073 +484	+2%	+$25.8K	0.01%	699
2024 Q3	$982K	Buy	19,589 +14,683	+299%	+$734K	﹤0.01%	715
2024 Q2	$248K	Buy	+4,906	New	+$239K	﹤0.01%	1203
2020 Q1	–	Sell	-9,908	Closed	-$429K	–	638
2019 Q4	$429K	Buy	9,908 +384	+4%	+$16.4K	0.02%	423
2019 Q3	$413K	Buy	9,524 +2,463	+35%	+$105K	0.02%	377
2019 Q2	$291K	Hold	7,061	–	–	0.02%	432
2019 Q1	$264K	Hold	7,061	–	–	0.02%	420
2018 Q4	$240K	Hold	7,061	–	–	0.02%	358
2018 Q3	$273K	Hold	7,061	–	–	0.03%	357
2018 Q2	$268K	Sell	7,061 -2,400	-25%	-$91.3K	0.03%	332
2018 Q1	$349K	Buy	9,461 +1,900	+25%	+$71.2K	0.05%	258
2017 Q4	$300K	Hold	7,561	–	–	0.04%	227
2017 Q3	$303K	Buy	7,561 +500	+7%	+$19.6K	0.05%	206
2017 Q2	$272K	Hold	7,061	–	–	0.06%	196
2017 Q1	$283K	Hold	7,061	–	–	0.08%	163
2016 Q4	$260K	Sell	7,061 -1,311	-16%	-$46.3K	0.06%	158
2016 Q3	$287K	Hold	8,372	–	–	0.09%	106
2016 Q2	$275K	Buy	+8,372	New	+$267K	0.08%	121

Other funds holding MAIN

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lido Advisors's MAIN Position: Q3 2026 in Review

Lido Advisors increased its Main Street Capital (MAIN) stake by 4.2% in Q3 2026, buying an estimated $86K and bringing the position to 38,245 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #778.

Lido Advisors first reported a position in MAIN in Q2 2016 and has held it in 25 quarters since. 347 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

Lido Advisors held 38,245 shares of Main Street Capital worth $2.11M as of Q3 2026.
Lido Advisors bought 1,538 Main Street Capital shares in Q3 2026, an estimated $86K.
Main Street Capital made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #778 holding.
Lido Advisors first reported a position in Main Street Capital in Q2 2016 and has held it in 25 quarters since.
347 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.