Root Financial Partners
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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
Q3 		$64K Buy
+1,163
New +$65K ﹤0.01% 954
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

VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's MAIN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Main Street Capital (MAIN) in Q3 2026: 1,163 shares worth $64K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MAIN as recently as Q1 2026.

Root Financial Partners first reported a position in MAIN in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

  • Root Financial Partners held 1,163 shares of Main Street Capital worth $64K as of Q3 2026.
  • Main Street Capital was a new Root Financial Partners position in Q3 2026.
  • Main Street Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #954 holding.
  • Root Financial Partners first reported a position in Main Street Capital in Q3 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.