Matthew Goff Investment Advisor’s Main Street Capital MAIN Stock Holding History

Matthew Goff Investment Advisor’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	$208K	Hold	4,000	–	–	0.04%	90
2026 Q1	$212K	Hold	4,000	–	–	0.04%	104
2025 Q4	$242K	Hold	4,000	–	–	0.04%	83
2025 Q3	$254K	Hold	4,000	–	–	0.04%	90
2025 Q2	$236K	Hold	4,000	–	–	0.04%	91
2025 Q1	$226K	Hold	4,000	–	–	0.04%	100
2024 Q4	$234K	Hold	4,000	–	–	0.04%	96
2024 Q3	$201K	Buy	+4,000	New	+$200K	0.04%	100

Other funds holding MAIN

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return