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Synergy Investment Management’s Main Street Capital MAIN Stock Holding History

Synergy Investment Management’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
Q2 		– Sell
-315
Closed -$17.8K – 373
2025
Q1 		$17.8K Hold
315
– – 0.01% 326
2024
Q4 		$18.5K Buy
+315
New +$16.8K 0.01% 329

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Synergy Investment Management's MAIN Position: Q2 2025 in Review

Synergy Investment Management sold out of Main Street Capital (MAIN) in Q2 2025, closing a stake of 315 shares — an estimated $17.8K sold.

Synergy Investment Management first reported a position in MAIN in Q4 2024 and held it in 2 quarters. The position peaked at $18.5K in Q4 2024. 404 funds tracked by Wall St. Rank hold MAIN as of Q2 2025.

  • Synergy Investment Management reported no remaining Main Street Capital position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 315 Main Street Capital shares in Q2 2025, an estimated $17.8K.
  • Synergy Investment Management first reported a position in Main Street Capital in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Main Street Capital position peaked at $18.5K in Q4 2024.
  • 404 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.