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LifeSteps Financial’s Main Street Capital MAIN Stock Holding History

LifeSteps Financial’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 		$67.6K Buy
+1,303
New +$68.7K 0.03% 186
2024
Q2 		– Sell
-729
Closed -$34.5K – 265
2024
Q1 		$34.5K Buy
+729
New +$32.9K 0.03% 178

Other funds holding MAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

LifeSteps Financial's MAIN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Main Street Capital (MAIN) in Q2 2026: 1,303 shares worth $67.6K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MAIN as recently as Q1 2024.

LifeSteps Financial first reported a position in MAIN in Q1 2024 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • LifeSteps Financial held 1,303 shares of Main Street Capital worth $67.6K as of Q2 2026.
  • Main Street Capital was a new LifeSteps Financial position in Q2 2026.
  • Main Street Capital made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #186 holding.
  • LifeSteps Financial first reported a position in Main Street Capital in Q1 2024 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.