Position in MAIN
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$152,577
-$19,111 QoQ
Shares Held
2,881
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MAIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SOA Wealth Advisors, LLC. holds $18,861,380 across 57 Asset Management names. MAIN ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,993 | $12,495,498 | |
| 2 | AMP |
Ameriprise Financial Inc
|
9,772 | $4,342,676 | |
| 3 | BX |
Blackstone Inc.
|
2,977 | $342,325 | |
| 4 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $212,247 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
31,480 | $183,528 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,397 | $155,653 | |
| 7 | MAIN |
Main Street Capital CORP
This page
|
2,881 | $152,577 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
12,803 | $129,310 |
All Filings in MAIN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,577 | 2,881 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $171,688 | 2,843 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $178,497 | 2,807 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $163,943 | 2,774 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $155,144 | 2,743 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $158,634 | 2,708 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $133,623 | 2,665 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $132,586 | 2,626 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $122,438 | 2,588 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $110,106 | 2,547 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $101,737 | 2,504 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $98,553 | 2,462 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $159,773 | 4,049 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $148,058 | 4,007 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $133,348 | 3,964 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $151,114 | 3,922 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $165,571 | 3,883 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $172,486 | 3,845 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $156,714 | 3,813 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $155,361 | 3,781 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $146,812 | 3,750 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $120,200 | 3,726 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||