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Savvy Advisors Inc’s Main Street Capital MAIN Stock Holding History

Savvy Advisors Inc’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 		$1.18M Buy
22,718
+2,368
+12% +$125K 0.03% 473
2026
Q1 		$1.08M Buy
20,350
+2,273
+13% +$135K 0.03% 410
2025
Q4 		$1.09M Buy
18,077
+1,717
+10% +$101K 0.04% 347
2025
Q3 		$1.04M Buy
16,360
+1,805
+12% +$117K 0.05% 263
2025
Q2 		$860K Buy
14,555
+2,465
+20% +$136K 0.06% 241
2025
Q1 		$684K Buy
12,090
+2,483
+26% +$148K 0.07% 229
2024
Q4 		$563K Buy
+9,607
New +$512K 0.07% 233

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Invesco
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
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

Savvy Advisors Inc's MAIN Position: Q2 2026 in Review

Savvy Advisors Inc increased its Main Street Capital (MAIN) stake by 12% in Q2 2026, buying an estimated $125K and bringing the position to 22,718 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #473.

Savvy Advisors Inc first reported a position in MAIN in Q4 2024 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Savvy Advisors Inc held 22,718 shares of Main Street Capital worth $1.18M as of Q2 2026.
  • Savvy Advisors Inc bought 2,368 Main Street Capital shares in Q2 2026, an estimated $125K.
  • Main Street Capital made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #473 holding.
  • Savvy Advisors Inc first reported a position in Main Street Capital in Q4 2024 and has held it in 7 quarters since.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.