West Branch Capital’s Main Street Capital MAIN Stock Holding History

West Branch Capital’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	$6.49K	Hold	125	–	–	﹤0.01%	262
2026 Q1	$6.62K	Hold	125	–	–	﹤0.01%	258
2025 Q4	$7.55K	Hold	125	–	–	﹤0.01%	284
2025 Q3	$7.95K	Hold	125	–	–	﹤0.01%	299
2025 Q2	$7.39K	Hold	125	–	–	﹤0.01%	305
2025 Q1	$7.07K	Hold	125	–	–	﹤0.01%	319
2024 Q4	$7.32K	Hold	125	–	–	﹤0.01%	302
2024 Q3	$6.27K	Hold	125	–	–	﹤0.01%	318
2024 Q2	$6.31K	Hold	125	–	–	﹤0.01%	314
2024 Q1	$5.91K	Hold	125	–	–	﹤0.01%	320
2023 Q4	$5.4K	Hold	125	–	–	﹤0.01%	326
2023 Q3	$5.08K	Hold	125	–	–	﹤0.01%	335
2023 Q2	$5K	Hold	125	–	–	﹤0.01%	348
2023 Q1	$4.93K	Hold	125	–	–	﹤0.01%	357
2022 Q4	$4.62K	Hold	125	–	–	﹤0.01%	352
2022 Q3	$4K	Hold	125	–	–	﹤0.01%	369
2022 Q2	$5K	Hold	125	–	–	﹤0.01%	337
2022 Q1	$5K	Hold	125	–	–	﹤0.01%	357
2021 Q4	$6K	Hold	125	–	–	﹤0.01%	369
2021 Q3	$5K	Hold	125	–	–	﹤0.01%	360
2021 Q2	$5K	Buy	+125	New	+$5.2K	﹤0.01%	377

Other funds holding MAIN

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

West Branch Capital's MAIN Position: Q2 2026 in Review

West Branch Capital held its Main Street Capital (MAIN) position steady in Q2 2026 at 125 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

West Branch Capital first reported a position in MAIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.95K in Q3 2025. 93 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

West Branch Capital held 125 shares of Main Street Capital worth $6.49K as of Q2 2026.
West Branch Capital left its Main Street Capital share count unchanged in Q2 2026.
Main Street Capital made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #262 holding.
West Branch Capital first reported a position in Main Street Capital in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Main Street Capital position peaked at $7.95K in Q3 2025.
93 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.