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Waverly Advisors’s Main Street Capital MAIN Stock Holding History

Waverly 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
Q1 		$246K Buy
4,650
+1,108
+31% +$65.6K ﹤0.01% 1408
2025
Q4 		$214K Buy
+3,542
New +$209K ﹤0.01% 1363

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Waverly Advisors's MAIN Position: Q1 2026 in Review

Waverly Advisors increased its Main Street Capital (MAIN) stake by 31% in Q1 2026, buying an estimated $65.6K and bringing the position to 4,650 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Waverly Advisors first reported a position in MAIN in Q4 2025 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

  • Waverly Advisors held 4,650 shares of Main Street Capital worth $246K as of Q1 2026.
  • Waverly Advisors bought 1,108 Main Street Capital shares in Q1 2026, an estimated $65.6K.
  • Main Street Capital made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1408 holding.
  • Waverly Advisors first reported a position in Main Street Capital in Q4 2025 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.