Perigon Wealth Management
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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
Q3 		$431K Buy
7,827
+1
+0% +$56 0.01% 972
2026
Q2 		$406K Sell
7,826
-719
-8% -$37.9K 0.01% 986
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

Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Bridgelight Financial Advisors
Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

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

Perigon Wealth Management increased its Main Street Capital (MAIN) stake by 0.01% in Q3 2026, buying an estimated $56 and bringing the position to 7,827 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #972.

Perigon Wealth Management first reported a position in MAIN in Q3 2016 and has held it in 16 quarters since. The position peaked at $552K in Q3 2025. 85 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

  • Perigon Wealth Management held 7,827 shares of Main Street Capital worth $431K as of Q3 2026.
  • Perigon Wealth Management bought 1 Main Street Capital share in Q3 2026, an estimated $56.
  • Main Street Capital made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #972 holding.
  • Perigon Wealth Management first reported a position in Main Street Capital in Q3 2016 and has held it in 16 quarters since.
  • Perigon Wealth Management's Main Street Capital position peaked at $552K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.