Sound View Wealth Advisors Group’s Main Street Capital MAIN Stock Holding History

Sound View Wealth Advisors Group’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	$218K	Sell	4,197 -100	-2%	-$5.27K	0.01%	414
2026 Q1	$228K	Sell	4,297 -699	-14%	-$41.4K	0.02%	388
2025 Q4	$302K	Sell	4,996 -1,314	-21%	-$77.5K	0.02%	351
2025 Q3	$401K	Buy	6,310 +902	+17%	+$58.3K	0.03%	300
2025 Q2	$320K	Buy	5,408 +1,102	+26%	+$60.9K	0.02%	336
2025 Q1	$244K	Buy	4,306 +102	+2%	+$6.06K	0.02%	365
2024 Q4	$246K	Buy	4,204 +2	+0%	+$107	0.02%	371
2024 Q3	$211K	Buy	+4,202	New	+$210K	0.02%	394

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

Sound View Wealth Advisors Group's MAIN Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Main Street Capital (MAIN) stake by 2.3% in Q2 2026, selling an estimated $5.27K and leaving 4,197 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #414.

Sound View Wealth Advisors Group first reported a position in MAIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $401K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Sound View Wealth Advisors Group held 4,197 shares of Main Street Capital worth $218K as of Q2 2026.
Sound View Wealth Advisors Group sold 100 Main Street Capital shares in Q2 2026, an estimated $5.27K.
Main Street Capital made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #414 holding.
Sound View Wealth Advisors Group first reported a position in Main Street Capital in Q3 2024 and has held it in 8 quarters since.
Sound View Wealth Advisors Group's Main Street Capital position peaked at $401K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.