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 Q1	$209K	Buy	3,949 +168	+4%	+$9.95K	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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Plan Group Financial's MAIN Position: Q1 2026 in Review

Plan Group Financial increased its Main Street Capital (MAIN) stake by 4.4% in Q1 2026, buying an estimated $9.95K and bringing the position to 3,949 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #214.

Plan Group Financial first reported a position in MAIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $303K in Q3 2025. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

Plan Group Financial held 3,949 shares of Main Street Capital worth $209K as of Q1 2026.
Plan Group Financial bought 168 Main Street Capital shares in Q1 2026, an estimated $9.95K.
Main Street Capital made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #214 holding.
Plan Group Financial first reported a position in Main Street Capital in Q1 2024 and has held it in 9 quarters since.
Plan Group Financial's Main Street Capital position peaked at $303K in Q3 2025.
421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.