Plancorp LLC’s Main Street Capital MAIN Stock Holding History

Plancorp LLC’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	–	Sell	-5,025	Closed	-$267K	–	437
2026 Q1	$267K	Hold	5,025	–	–	0.01%	312
2025 Q4	$303K	Hold	5,025	–	–	0.01%	285
2025 Q3	$320K	Hold	5,025	–	–	0.01%	288
2025 Q2	$297K	Hold	5,025	–	–	0.01%	294
2025 Q1	$284K	Buy	+5,025	New	+$299K	0.01%	295

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

Plancorp LLC's MAIN Position: Q2 2026 in Review

Plancorp LLC sold out of Main Street Capital (MAIN) in Q2 2026, closing a stake of 5,025 shares — an estimated $267K sold.

Plancorp LLC first reported a position in MAIN in Q1 2025 and held it in 5 quarters. The position peaked at $320K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Plancorp LLC reported no remaining Main Street Capital position as of Q2 2026 after selling out during the quarter.
Plancorp LLC sold 5,025 Main Street Capital shares in Q2 2026, an estimated $267K.
Plancorp LLC first reported a position in Main Street Capital in Q1 2025 and held it in 5 quarters.
Plancorp LLC's Main Street Capital position peaked at $320K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.