Steel Grove Capital Advisors’s Main Street Capital MAIN Stock Holding History

Steel Grove Capital 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 Q3	$293K	Hold	5,326	–	–	0.03%	177
2026 Q2	$276K	Hold	5,326	–	–	0.03%	185
2026 Q1	$282K	Hold	5,326	–	–	0.03%	173
2025 Q4	$322K	Hold	5,326	–	–	0.03%	147
2025 Q3	$315K	Hold	5,326	–	–	0.04%	145
2025 Q2	$315K	Hold	5,326	–	–	0.04%	143
2025 Q1	$301K	Hold	5,326	–	–	0.05%	135
2024 Q4	$312K	Hold	5,326	–	–	0.04%	147
2024 Q3	$268K	Hold	5,326	–	–	0.04%	150
2024 Q2	$269K	Hold	5,326	–	–	0.04%	152
2024 Q1	$252K	Hold	5,326	–	–	0.03%	185
2023 Q4	$230K	Hold	5,326	–	–	0.03%	169
2023 Q3	$216K	Hold	5,326	–	–	0.03%	171
2023 Q2	$213K	Hold	5,326	–	–	0.03%	173
2023 Q1	$210K	Buy	+5,326	New	+$210K	0.03%	173
2022 Q3	–	Sell	-5,826	Closed	-$224K	–	155
2022 Q2	$224K	Hold	5,826	–	–	0.04%	131
2022 Q1	$248K	Buy	5,826 +500	+9%	+$21.4K	0.04%	135
2021 Q4	$239K	Hold	5,326	–	–	0.05%	133
2021 Q3	$219K	Hold	5,326	–	–	0.05%	135
2021 Q2	$219K	Hold	5,326	–	–	0.06%	130
2021 Q1	$209K	Buy	+5,326	New	+$187K	0.07%	125
2020 Q1	–	Sell	-5,326	Closed	-$230K	–	121
2019 Q4	$230K	Hold	5,326	–	–	0.13%	107
2019 Q3	$230K	Hold	5,326	–	–	0.14%	108
2019 Q2	$219K	Buy	+5,326	New	+$212K	0.14%	104
2018 Q4	–	Sell	-5,326	Closed	-$206K	–	328
2018 Q3	$206K	Hold	5,326	–	–	0.03%	296
2018 Q2	$203K	Buy	+5,326	New	+$203K	0.03%	293
2018 Q1	–	Sell	-5,326	Closed	-$212K	–	317
2017 Q4	$212K	Hold	5,326	–	–	0.03%	278
2017 Q3	$212K	Hold	5,326	–	–	0.04%	266
2017 Q2	$205K	Hold	5,326	–	–	0.04%	259
2017 Q1	$204K	Buy	+5,326	New	+$197K	0.04%	260

Other funds holding MAIN

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Steel Grove Capital Advisors's MAIN Position: Q3 2026 in Review

Steel Grove Capital Advisors held its Main Street Capital (MAIN) position steady in Q3 2026 at 5,326 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #177.

Steel Grove Capital Advisors first reported a position in MAIN in Q1 2017 and has held it in 30 quarters since. The position peaked at $322K in Q4 2025. 40 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

Steel Grove Capital Advisors held 5,326 shares of Main Street Capital worth $293K as of Q3 2026.
Steel Grove Capital Advisors left its Main Street Capital share count unchanged in Q3 2026.
Main Street Capital made up 0.03% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #177 holding.
Steel Grove Capital Advisors first reported a position in Main Street Capital in Q1 2017 and has held it in 30 quarters since.
Steel Grove Capital Advisors's Main Street Capital position peaked at $322K in Q4 2025.
40 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.