SOA Wealth Advisors’s Main Street Capital MAIN Stock Holding History

SOA Wealth Advisors’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	$152K	Buy	2,923 +42	+1%	+$2.21K	0.03%	240
2026 Q1	$153K	Buy	2,881 +38	+1%	+$2.25K	0.03%	227
2025 Q4	$172K	Buy	2,843 +36	+1%	+$2.12K	0.03%	220
2025 Q3	$178K	Buy	2,807 +33	+1%	+$2.13K	0.03%	216
2025 Q2	$164K	Buy	2,774 +31	+1%	+$1.71K	0.03%	216
2025 Q1	$155K	Buy	2,743 +35	+1%	+$2.08K	0.03%	213
2024 Q4	$159K	Buy	2,708 +43	+2%	+$2.29K	0.03%	209
2024 Q3	$134K	Buy	2,665 +39	+1%	+$1.95K	0.03%	222
2024 Q2	$133K	Buy	2,626 +38	+1%	+$1.85K	0.03%	216
2024 Q1	$122K	Buy	2,588 +41	+2%	+$1.85K	0.03%	227
2023 Q4	$110K	Buy	2,547 +43	+2%	+$1.76K	0.02%	224
2023 Q3	$102K	Buy	2,504 +42	+2%	+$1.71K	0.03%	225
2023 Q2	$98.6K	Sell	2,462 -1,587	-39%	-$63K	0.02%	236
2023 Q1	$160K	Buy	4,049 +42	+1%	+$1.66K	0.04%	178
2022 Q4	$148K	Buy	4,007 +43	+1%	+$1.57K	0.04%	185
2022 Q3	$133K	Buy	3,964 +42	+1%	+$1.73K	0.04%	176
2022 Q2	$151K	Buy	3,922 +39	+1%	+$1.52K	0.04%	166
2022 Q1	$165K	Buy	3,883 +38	+1%	+$1.63K	0.04%	182
2021 Q4	$171K	Buy	3,845 +32	+0.8%	+$1.41K	0.04%	172
2021 Q3	$156K	Buy	3,813 +32	+0.8%	+$1.33K	0.04%	179
2021 Q2	$155K	Buy	3,781 +31	+0.8%	+$1.29K	0.04%	179
2021 Q1	$146K	Buy	3,750 +24	+0.6%	+$843	0.04%	162
2020 Q4	$127K	Buy	+3,726	New	+$114K	0.03%	172

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

SOA Wealth Advisors's MAIN Position: Q2 2026 in Review

SOA Wealth Advisors increased its Main Street Capital (MAIN) stake by 1.5% in Q2 2026, buying an estimated $2.21K and bringing the position to 2,923 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #240.

SOA Wealth Advisors first reported a position in MAIN in Q4 2020 and has held it in 23 quarters since. The position peaked at $178K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

SOA Wealth Advisors held 2,923 shares of Main Street Capital worth $152K as of Q2 2026.
SOA Wealth Advisors bought 42 Main Street Capital shares in Q2 2026, an estimated $2.21K.
Main Street Capital made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #240 holding.
SOA Wealth Advisors first reported a position in Main Street Capital in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Main Street Capital position peaked at $178K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.