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Stephens Consulting’s Main Street Capital MAIN Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-68
Closed -$4.02K – 850
2025
Q2 		$4.02K Sell
68
-111
-62% -$6.14K ﹤0.01% 407
2025
Q1 		$10.1K Hold
179
– – ﹤0.01% 324
2024
Q4 		$10.5K Hold
179
– – ﹤0.01% 344
2024
Q3 		$8.98K Hold
179
– – ﹤0.01% 344
2024
Q2 		$9.04K Hold
179
– – ﹤0.01% 353
2024
Q1 		$8.47K Hold
179
– – ﹤0.01% 324
2023
Q4 		$7.74K Hold
179
– – ﹤0.01% 338
2023
Q3 		$7.27K Hold
179
– – ﹤0.01% 346
2023
Q2 		$7.17K Hold
179
– – ﹤0.01% 350
2023
Q1 		$7.06K Buy
+179
New +$7.06K ﹤0.01% 362

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return