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
2026 Q2	$983K	Buy	+18,950	New	+$999K	0.25%	67
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 $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

SS&H Financial Advisors's MAIN Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Main Street Capital (MAIN) in Q2 2026: 18,950 shares worth $983K. The stake represents 0.25% of the portfolio and ranks #67 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in MAIN as recently as Q4 2025.

SS&H Financial Advisors first reported a position in MAIN in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

SS&H Financial Advisors held 18,950 shares of Main Street Capital worth $983K as of Q2 2026.
Main Street Capital was a new SS&H Financial Advisors position in Q2 2026.
Main Street Capital made up 0.25% of SS&H Financial Advisors's portfolio in Q2 2026, its #67 holding.
SS&H Financial Advisors first reported a position in Main Street Capital in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Main Street Capital position peaked at $1.22M in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.