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 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 $865B AUM 30.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Sound View Wealth Advisors Group's MAIN Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Main Street Capital (MAIN) stake by 14% in Q1 2026, selling an estimated $41.4K and leaving 4,297 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #388.

Sound View Wealth Advisors Group first reported a position in MAIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $401K in Q3 2025. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

Sound View Wealth Advisors Group held 4,297 shares of Main Street Capital worth $228K as of Q1 2026.
Sound View Wealth Advisors Group sold 699 Main Street Capital shares in Q1 2026, an estimated $41.4K.
Main Street Capital made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #388 holding.
Sound View Wealth Advisors Group first reported a position in Main Street Capital in Q3 2024 and has held it in 7 quarters since.
Sound View Wealth Advisors Group's Main Street Capital position peaked at $401K in Q3 2025.
421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.