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Allworth Financial’s Monarch Casino & Resort MCRI Stock Holding History

Allworth Financial’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.9K Buy
311
+99
+47% +$11.5K ﹤0.01% 2659
2026
Q1 		$20.3K Buy
212
+156
+279% +$14.8K ﹤0.01% 2998
2025
Q4 		$5.36K Buy
56
+41
+273% +$3.94K ﹤0.01% 3660
2025
Q3 		$1.59K Buy
15
+1
+7% +$100 ﹤0.01% 4108
2025
Q2 		$1.21K Buy
14
+4
+40% +$323 ﹤0.01% 3902
2025
Q1 		$771 Hold
10
– – ﹤0.01% 3555
2024
Q4 		$839 Sell
10
-11
-52% -$887 ﹤0.01% 3457
2024
Q3 		$1.67K Hold
21
– – ﹤0.01% 3034
2024
Q2 		$1.44K Buy
21
+11
+110% +$753 ﹤0.01% 3041
2024
Q1 		$750 Hold
10
– – ﹤0.01% 3166
2023
Q4 		$692 Sell
10
-2
-17% -$127 ﹤0.01% 3058
2023
Q3 		$746 Buy
+12
New +$809 ﹤0.01% 2938
2022
Q3 		– Sell
-3
Closed – – 2920
2022
Q2 		$0 Buy
+3
New +$210 ﹤0.01% 2632

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allworth Financial's MCRI Position: Q2 2026 in Review

Allworth Financial increased its Monarch Casino & Resort (MCRI) stake by 47% in Q2 2026, buying an estimated $11.5K and bringing the position to 311 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Allworth Financial first reported a position in MCRI in Q2 2022 and has held it in 13 quarters since. 258 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Allworth Financial held 311 shares of Monarch Casino & Resort worth $40.9K as of Q2 2026.
  • Allworth Financial bought 99 Monarch Casino & Resort shares in Q2 2026, an estimated $11.5K.
  • Monarch Casino & Resort made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2659 holding.
  • Allworth Financial first reported a position in Monarch Casino & Resort in Q2 2022 and has held it in 13 quarters since.
  • 258 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.