Merit Financial Group’s Main Street Capital MAIN Stock Holding History

Merit Financial Group’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	$486K	Buy	9,368 +2,496	+36%	+$132K	﹤0.01%	1509
2026 Q1	$364K	Sell	6,872 -1,055	-13%	-$62.5K	﹤0.01%	1553
2025 Q4	$479K	Buy	7,927 +2,567	+48%	+$151K	﹤0.01%	1334
2025 Q3	$341K	Buy	5,360 +1,320	+33%	+$85.3K	﹤0.01%	1368
2025 Q2	$239K	Buy	4,040 +295	+8%	+$16.3K	﹤0.01%	1462
2025 Q1	$212K	Buy	+3,745	New	+$223K	﹤0.01%	1270
2022 Q2	–	Sell	-6,420	Closed	-$274K	–	597
2022 Q1	$274K	Buy	+6,420	New	+$275K	0.02%	315

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

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

Merit Financial Group's MAIN Position: Q2 2026 in Review

Merit Financial Group increased its Main Street Capital (MAIN) stake by 36% in Q2 2026, buying an estimated $132K and bringing the position to 9,368 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Merit Financial Group first reported a position in MAIN in Q1 2022 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Merit Financial Group held 9,368 shares of Main Street Capital worth $486K as of Q2 2026.
Merit Financial Group bought 2,496 Main Street Capital shares in Q2 2026, an estimated $132K.
Main Street Capital made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1509 holding.
Merit Financial Group first reported a position in Main Street Capital in Q1 2022 and has held it in 7 quarters since.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

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