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 Q2	$206K	Buy	3,967 +18	+0.5%	+$949	0.04%	236
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 $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Plan Group Financial's MAIN Position: Q2 2026 in Review

Plan Group Financial increased its Main Street Capital (MAIN) stake by 0.46% in Q2 2026, buying an estimated $949 and bringing the position to 3,967 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #236.

Plan Group Financial first reported a position in MAIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $303K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Plan Group Financial held 3,967 shares of Main Street Capital worth $206K as of Q2 2026.
Plan Group Financial bought 18 Main Street Capital shares in Q2 2026, an estimated $949.
Main Street Capital made up 0.04% of Plan Group Financial's portfolio in Q2 2026, its #236 holding.
Plan Group Financial first reported a position in Main Street Capital in Q1 2024 and has held it in 10 quarters since.
Plan Group Financial's Main Street Capital position peaked at $303K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.