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Tanglewood Legacy Advisors’s Main Street Capital MAIN Stock Holding History

Tanglewood Legacy 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
Q2 		– Sell
-135
Closed -$7.64K – 294
2025
Q1 		$7.64K Hold
135
– – ﹤0.01% 255
2024
Q4 		$7.91K Hold
135
– – ﹤0.01% 259
2024
Q3 		$6.77K Hold
135
– – ﹤0.01% 250
2024
Q2 		$6.82K Hold
135
– – ﹤0.01% 249
2024
Q1 		$6.39K Hold
135
– – ﹤0.01% 263
2023
Q4 		$5.84K Hold
135
– – ﹤0.01% 256
2023
Q3 		$5.49K Hold
135
– – ﹤0.01% 267
2023
Q2 		$5.4K Hold
135
– – ﹤0.01% 264
2023
Q1 		$5.33K Hold
135
– – ﹤0.01% 258
2022
Q4 		$4.99K Buy
+135
New +$4.93K ﹤0.01% 227

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

Tanglewood Legacy Advisors's MAIN Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of Main Street Capital (MAIN) in Q2 2025, closing a stake of 135 shares — an estimated $7.64K sold.

Tanglewood Legacy Advisors first reported a position in MAIN in Q4 2022 and held it in 10 quarters. The position peaked at $7.91K in Q4 2024. 404 funds tracked by Wall St. Rank hold MAIN as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining Main Street Capital position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 135 Main Street Capital shares in Q2 2025, an estimated $7.64K.
  • Tanglewood Legacy Advisors first reported a position in Main Street Capital in Q4 2022 and held it in 10 quarters.
  • Tanglewood Legacy Advisors's Main Street Capital position peaked at $7.91K in Q4 2024.
  • 404 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.