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MGB Wealth Management’s Main Street Capital MAIN Stock Holding History

MGB Wealth Management’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
2025
Q4 		$3.33M Buy
55,198
+1,970
+4% +$116K 0.95% 18
2025
Q3 		$3.38M Buy
53,228
+3,185
+6% +$206K 0.96% 16
2025
Q2 		$2.96M Sell
50,043
-45,523
-48% -$2.52M 0.97% 19
2025
Q1 		$5.5M Buy
95,566
+48,207
+102% +$2.87M 1.99% 9
2024
Q4 		$2.77M Buy
47,359
+4,500
+10% +$240K 0.86% 19
2024
Q3 		$2.15M Buy
42,859
+1,150
+3% +$57.5K 0.78% 27
2024
Q2 		$2.15M Buy
41,709
+150
+0.4% +$7.32K 0.8% 27
2024
Q1 		$1.97M Buy
41,559
+740
+2% +$33.4K 0.8% 27
2023
Q4 		$1.76M Buy
+40,819
New +$1.67M 0.89% 26

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return