13FBOX
Main Street Financial Services · 13F Institutional Holdings
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M

Main Street Financial Services

MSWV
Institutions
3
Combined AUM (Q2 2026)
$10.8M
Combined Shares (Q2 2026)
530,331
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+379,630
1 institutions added · 1 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-861
1 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+378,769
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10.8M
Institutions
3
New Buys
1
Adds
0
Reduces
1
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Ancora Advisors LLC
0.15%#2$7.7M379,630$00+379,630New Buy
Siena Capital Partners GP, LLC
0.62%0.6%#1$2.6M126,446$2.3M126,44600.00%Unchanged
WESBANCO BANK INC
0.01%0.01%#3$491,64924,255$459,62325,116-861-3.43%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow