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SHFA
SS&H Financial Advisors’s
Main Street Capital
MAIN
Stock Holding History
SS&H Financial 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
2025
Q4
$1.15M
Sell
19,100
-100
-0.5%
-$5.9K
0.34%
64
2025
Q3
$1.22M
Hold
19,200
–
–
0.37%
60
2025
Q2
$1.13M
Hold
19,200
–
–
0.38%
57
2025
Q1
$1.09M
Hold
19,200
–
–
0.41%
57
2024
Q4
$1.13M
Hold
19,200
–
–
0.41%
56
2024
Q3
$963K
Hold
19,200
–
–
0.35%
64
2024
Q2
$969K
Hold
19,200
–
–
0.38%
63
2024
Q1
$908K
Hold
19,200
–
–
0.38%
60
2023
Q4
$830K
Sell
19,200
-1,000
-5%
-$40.8K
0.35%
66
2023
Q3
$821K
Buy
+20,200
New
+$824K
0.38%
61
2023
Q1
$971K
Hold
24,600
–
–
0.44%
59
2022
Q4
$909K
Hold
24,600
–
–
0.43%
64
2022
Q3
$828K
Hold
24,600
–
–
0.43%
65
2022
Q2
$948K
Sell
24,600
-700
-3%
-$27.4K
0.44%
66
2022
Q1
$1.08M
Buy
+25,300
New
+$1.08M
0.42%
63
Other funds holding MAIN
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Corient Private Wealth
Miami, Florida
$69.9B AUM
22.19%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
AHC
Adell Harriman & Carpenter
Houston, Texas
$1.64B AUM
36.77%
1-Year Est. Return
MC
Muzinich & Co
New York
$286M AUM
21.05%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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