United Capital Financial Advisors’s Main Street Capital MAIN Stock Holding History

United Capital Financial 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 Q2	$301K	Buy	5,800 +222	+4%	+$11.7K	﹤0.01%	1363
2026 Q1	$295K	Sell	5,578 -356	-6%	-$21.1K	﹤0.01%	1353
2025 Q4	$358K	Buy	+5,934	New	+$350K	﹤0.01%	1099
2020 Q1	–	Sell	-4,865	Closed	-$210K	–	1299
2019 Q4	$210K	Sell	4,865 -3	-0.1%	-$128	﹤0.01%	1267
2019 Q3	$210K	Sell	4,868 -1,341	-22%	-$57.2K	﹤0.01%	1178
2019 Q2	$255K	Buy	+6,209	New	+$247K	﹤0.01%	1281
2018 Q4	–	Sell	-6,788	Closed	-$261K	–	1343
2018 Q3	$261K	Buy	+6,788	New	+$269K	﹤0.01%	1161
2017 Q1	–	Sell	-5,563	Closed	-$205K	–	1264
2016 Q4	$205K	Buy	+5,563	New	+$197K	﹤0.01%	1178
2015 Q4	–	Sell	-37,350	Closed	-$996K	–	1258
2015 Q3	$996K	Buy	+37,350	New	+$1.1M	0.01%	687

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

United Capital Financial Advisors's MAIN Position: Q2 2026 in Review

United Capital Financial Advisors increased its Main Street Capital (MAIN) stake by 4% in Q2 2026, buying an estimated $11.7K and bringing the position to 5,800 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

United Capital Financial Advisors first reported a position in MAIN in Q3 2015 and has held it in 9 quarters since. The position peaked at $996K in Q3 2015. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

United Capital Financial Advisors held 5,800 shares of Main Street Capital worth $301K as of Q2 2026.
United Capital Financial Advisors bought 222 Main Street Capital shares in Q2 2026, an estimated $11.7K.
Main Street Capital made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1363 holding.
United Capital Financial Advisors first reported a position in Main Street Capital in Q3 2015 and has held it in 9 quarters since.
United Capital Financial Advisors's Main Street Capital position peaked at $996K in Q3 2015.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.