ASN
MRCC

Advisory Services Network’s Monroe Capital Corp MRCC Stock Holding History

Advisory Services Network’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.1K Buy
+5,246
New +$30.3K ﹤0.01% 3088
2025
Q4 		– Sell
-5,246
Closed -$36.8K – 3341
2025
Q3 		$36.8K Buy
+5,246
New +$36K ﹤0.01% 2627
2023
Q2 		– Sell
-450
Closed -$3.44K – 2786
2023
Q1 		$3.44K Buy
450
+20
+5% +$162 ﹤0.01% 3273
2022
Q4 		$3.67K Buy
+430
New +$3.53K ﹤0.01% 3229

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Advisory Services Network's MRCC Position: Q1 2026 in Review

Advisory Services Network opened a new position in Monroe Capital Corp (MRCC) in Q1 2026: 5,246 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #3088 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in MRCC as recently as Q3 2025.

Advisory Services Network first reported a position in MRCC in Q4 2022 and has held it in 4 quarters since. The position peaked at $36.8K in Q3 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Advisory Services Network held 5,246 shares of Monroe Capital Corp worth $24.1K as of Q1 2026.
  • Monroe Capital Corp was a new Advisory Services Network position in Q1 2026.
  • Monroe Capital Corp made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3088 holding.
  • Advisory Services Network first reported a position in Monroe Capital Corp in Q4 2022 and has held it in 4 quarters since.
  • Advisory Services Network's Monroe Capital Corp position peaked at $36.8K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.