Position in MAIN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$746,471
-$187,762 QoQ
Shares Held
14,095
-8.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MAIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WCG Wealth Advisors LLC holds $17,315,131 across 26 Asset Management names. MAIN ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGBD |
Carlyle Secured Lending, Inc.
|
186,691 | $2,042,399 | |
| 2 | ARCC |
Ares Capital Corp
|
106,520 | $1,919,490 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
82,412 | $1,368,863 | |
| 4 | APO |
Apollo Global Management, Inc.
|
11,110 | $1,237,876 | |
| 5 | FSK |
FS KKR Capital Corp
|
76,592 | $779,706 | |
| 6 | MAIN |
Main Street Capital CORP
This page
|
14,095 | $746,471 | |
| 7 | TYG |
Tortoise Energy Infrastructure Corp
|
13,730 | $684,440 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
45,249 | $618,553 |
All Filings in MAIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $746,471 | 14,095 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $934,233 | 15,470 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,034,291 | 16,265 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $961,261 | 16,265 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $888,840 | 15,715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $621,826 | 10,615 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $507,166 | 10,115 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||