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

Mindset 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
2026 Q3	$778K	Hold	14,125	–	–	0.14%	69
2026 Q2	$733K	Buy	14,125 +314	+2%	+$16.5K	0.14%	73
2026 Q1	$731K	Buy	13,811 +932	+7%	+$55.2K	0.2%	64
2025 Q4	$778K	Buy	12,879 +359	+3%	+$21.2K	0.2%	53
2025 Q3	$796K	Hold	12,520	–	–	0.22%	48
2025 Q2	$740K	Buy	12,520 +425	+4%	+$23.5K	0.24%	45
2025 Q1	$684K	Buy	12,095 +16	+0.1%	+$951	0.27%	40
2024 Q4	$708K	Hold	12,079	–	–	0.26%	36
2024 Q3	$606K	Buy	+12,079	New	+$604K	0.25%	42

Other funds holding MAIN

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Mindset Wealth Management's MAIN Position: Q3 2026 in Review

Mindset Wealth Management held its Main Street Capital (MAIN) position steady in Q3 2026 at 14,125 shares worth $778K. The position accounts for 0.14% of the portfolio, ranked #69.

Mindset Wealth Management first reported a position in MAIN in Q3 2024 and has held it in 9 quarters since. The position peaked at $796K in Q3 2025. 66 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

Mindset Wealth Management held 14,125 shares of Main Street Capital worth $778K as of Q3 2026.
Mindset Wealth Management left its Main Street Capital share count unchanged in Q3 2026.
Main Street Capital made up 0.14% of Mindset Wealth Management's portfolio in Q3 2026, its #69 holding.
Mindset Wealth Management first reported a position in Main Street Capital in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Main Street Capital position peaked at $796K in Q3 2025.
66 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.