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

Plan Group Financial’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 		$201K Sell
3,765
-202
-5% -$11.3K 0.04% 220
2026
Q2 		$206K Buy
3,967
+18
+0.5% +$949 0.04% 236
2026
Q1 		$209K Buy
3,949
+168
+4% +$10K 0.05% 214
2025
Q4 		$228K Sell
3,781
-985
-21% -$58.1K 0.06% 182
2025
Q3 		$303K Buy
4,766
+9
+0.2% +$582 0.08% 143
2025
Q2 		$281K Buy
4,757
+10
+0.2% +$553 0.09% 132
2025
Q1 		$268K Buy
4,747
+508
+12% +$30.2K 0.1% 125
2024
Q4 		$248K Buy
4,239
+10
+0.2% +$533 0.13% 98
2024
Q3 		$212K Buy
4,229
+11
+0.3% +$550 0.11% 106
2024
Q2 		$213K Sell
4,218
-34
-0.8% -$1.66K 0.13% 85
2024
Q1 		$201K Buy
+4,252
New +$192K 0.13% 91

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
Hourglass Capital
Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 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

Plan Group Financial's MAIN Position: Q3 2026 in Review

Plan Group Financial reduced its Main Street Capital (MAIN) stake by 5.1% in Q3 2026, selling an estimated $11.3K and leaving 3,765 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #220.

Plan Group Financial first reported a position in MAIN in Q1 2024 and has held it in 11 quarters since. The position peaked at $303K in Q3 2025. 93 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

  • Plan Group Financial held 3,765 shares of Main Street Capital worth $201K as of Q3 2026.
  • Plan Group Financial sold 202 Main Street Capital shares in Q3 2026, an estimated $11.3K.
  • Main Street Capital made up 0.04% of Plan Group Financial's portfolio in Q3 2026, its #220 holding.
  • Plan Group Financial first reported a position in Main Street Capital in Q1 2024 and has held it in 11 quarters since.
  • Plan Group Financial's Main Street Capital position peaked at $303K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.