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Lloyd Advisory Services’s Main Street Capital MAIN Stock Holding History

Lloyd Advisory Services’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
-312
Closed -$16.5K – 853
2026
Q1 		$16.5K Buy
+312
New +$18.5K ﹤0.01% 419

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Legal & General Group
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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

Lloyd Advisory Services's MAIN Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Main Street Capital (MAIN) in Q2 2026, closing a stake of 312 shares — an estimated $16.5K sold.

Lloyd Advisory Services first reported a position in MAIN in Q1 2026 and held it in 1 quarter. The position peaked at $16.5K in Q1 2026. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Main Street Capital position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 312 Main Street Capital shares in Q2 2026, an estimated $16.5K.
  • Lloyd Advisory Services first reported a position in Main Street Capital in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Main Street Capital position peaked at $16.5K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.