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

Perigon 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
Q1 		$453K Buy
8,545
+1
+0% +$59 0.01% 848
2025
Q4 		$516K Sell
8,544
-140
-2% -$8.26K 0.01% 785
2025
Q3 		$552K Buy
8,684
+72
+0.8% +$4.65K 0.01% 700
2025
Q2 		$509K Sell
8,612
-298
-3% -$16.5K 0.01% 666
2025
Q1 		$504K Buy
8,910
+1
+0% +$59 0.01% 638
2024
Q4 		$539K Buy
8,909
+137
+2% +$7.3K 0.01% 620
2024
Q3 		$440K Hold
8,772
– – 0.01% 655
2024
Q2 		$443K Buy
8,772
+452
+5% +$22.1K 0.01% 567
2024
Q1 		$394K Buy
8,320
+550
+7% +$24.9K 0.01% 594
2023
Q4 		$336K Buy
+7,770
New +$317K 0.01% 616
2017
Q3 		– Sell
-1,911
Closed -$74K – 685
2017
Q2 		$74K Sell
1,911
-189
-9% -$7.34K 0.02% 335
2017
Q1 		$80K Sell
2,100
-117
-5% -$4.32K 0.02% 325
2016
Q4 		$82K Sell
2,217
-330
-13% -$11.7K 0.02% 305
2016
Q3 		$88K Buy
+2,547
New +$86.1K 0.02% 250

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Perigon Wealth Management's MAIN Position: Q1 2026 in Review

Perigon Wealth Management increased its Main Street Capital (MAIN) stake by 0.01% in Q1 2026, buying an estimated $59 and bringing the position to 8,545 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #848.

Perigon Wealth Management first reported a position in MAIN in Q3 2016 and has held it in 14 quarters since. The position peaked at $552K in Q3 2025. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

  • Perigon Wealth Management held 8,545 shares of Main Street Capital worth $453K as of Q1 2026.
  • Perigon Wealth Management bought 1 Main Street Capital share in Q1 2026, an estimated $59.
  • Main Street Capital made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #848 holding.
  • Perigon Wealth Management first reported a position in Main Street Capital in Q3 2016 and has held it in 14 quarters since.
  • Perigon Wealth Management's Main Street Capital position peaked at $552K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.