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Root Financial Partners’s Main Street Capital MAIN Stock Holding History

Root Financial Partners’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
-650
Closed -$34.4K – 2009
2026
Q1 		$34.4K Hold
650
– – ﹤0.01% 1040
2025
Q4 		$39.3K Sell
650
-21
-3% -$1.24K ﹤0.01% 818
2025
Q3 		$42.7K Buy
+671
New +$43.4K ﹤0.01% 725

Other funds holding MAIN

MC
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
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Root Financial Partners's MAIN Position: Q2 2026 in Review

Root Financial Partners sold out of Main Street Capital (MAIN) in Q2 2026, closing a stake of 650 shares — an estimated $34.4K sold.

Root Financial Partners first reported a position in MAIN in Q3 2025 and held it in 3 quarters. The position peaked at $42.7K in Q3 2025. 135 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Root Financial Partners reported no remaining Main Street Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 650 Main Street Capital shares in Q2 2026, an estimated $34.4K.
  • Root Financial Partners first reported a position in Main Street Capital in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Main Street Capital position peaked at $42.7K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.