Tradition Wealth Management’s Main Street Capital MAIN Stock Holding History

Tradition Wealth 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
2026 Q2	$676K	Buy	13,036 +187	+1%	+$9.86K	0.04%	261
2026 Q1	$680K	Buy	12,849 +167	+1%	+$9.89K	0.05%	241
2025 Q4	$766K	Buy	12,682 +103	+0.8%	+$6.07K	0.06%	225
2025 Q3	$800K	Buy	12,579 +121	+1%	+$7.82K	0.06%	217
2025 Q2	$736K	Buy	12,458 +167	+1%	+$9.23K	0.06%	217
2025 Q1	$695K	Buy	12,291 +154	+1%	+$9.16K	0.06%	207
2024 Q4	$711K	Buy	12,137 +127	+1%	+$6.77K	0.06%	203
2024 Q3	$602K	Buy	12,010 +294	+3%	+$14.7K	0.05%	218
2024 Q2	$592K	Buy	11,716 +178	+2%	+$8.69K	0.06%	210
2024 Q1	$546K	Buy	11,538 +177	+2%	+$8K	0.06%	215
2023 Q4	$491K	Buy	11,361 +100	+0.9%	+$4.08K	0.05%	196
2023 Q3	$458K	Buy	11,261 +187	+2%	+$7.63K	0.05%	189
2023 Q2	$443K	Buy	11,074 +281	+3%	+$11.1K	0.05%	190
2023 Q1	$426K	Buy	10,793 +174	+2%	+$6.86K	0.05%	195
2022 Q4	$392K	Buy	10,619 +199	+2%	+$7.27K	0.06%	191
2022 Q3	$351K	Buy	10,420 +189	+2%	+$7.79K	0.05%	191
2022 Q2	$394K	Buy	10,231 +170	+2%	+$6.65K	0.06%	182
2022 Q1	$429K	Buy	10,061 +149	+2%	+$6.38K	0.05%	209
2021 Q4	$445K	Buy	9,912 +162	+2%	+$7.12K	0.06%	196
2021 Q3	$401K	Buy	9,750 +191	+2%	+$7.94K	0.06%	193
2021 Q2	$393K	Buy	9,559 +140	+1%	+$5.82K	0.06%	205
2021 Q1	$369K	Buy	9,419 +162	+2%	+$5.69K	0.06%	183
2020 Q4	$299K	Buy	+9,257	New	+$284K	0.06%	197

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

Tradition Wealth Management's MAIN Position: Q2 2026 in Review

Tradition Wealth Management increased its Main Street Capital (MAIN) stake by 1.5% in Q2 2026, buying an estimated $9.86K and bringing the position to 13,036 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #261.

Tradition Wealth Management first reported a position in MAIN in Q4 2020 and has held it in 23 quarters since. The position peaked at $800K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Tradition Wealth Management held 13,036 shares of Main Street Capital worth $676K as of Q2 2026.
Tradition Wealth Management bought 187 Main Street Capital shares in Q2 2026, an estimated $9.86K.
Main Street Capital made up 0.04% of Tradition Wealth Management's portfolio in Q2 2026, its #261 holding.
Tradition Wealth Management first reported a position in Main Street Capital in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's Main Street Capital position peaked at $800K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.