Ameriprise
MRCC

Ameriprise’s Monroe Capital Corp MRCC Stock Holding History

Ameriprise’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
2025
Q2 		– Sell
-13,289
Closed -$104K – 4070
2025
Q1 		$104K Buy
13,289
+11
+0.1% +$92 ﹤0.01% 3878
2024
Q4 		$113K Sell
13,278
-2,051
-13% -$16.9K ﹤0.01% 3942
2024
Q3 		$124K Buy
15,329
+10
+0.1% +$77 ﹤0.01% 3812
2024
Q2 		$117K Buy
15,319
+2,004
+15% +$14.8K ﹤0.01% 3763
2024
Q1 		$95.9K Buy
+13,315
New +$96.5K ﹤0.01% 3782
2020
Q3 		– Sell
-10,875
Closed -$76K – 3766
2020
Q2 		$76K Sell
10,875
-1,823
-14% -$13.4K ﹤0.01% 3601
2020
Q1 		$90K Buy
12,698
+476
+4% +$4.75K ﹤0.01% 3545
2019
Q4 		$132K Buy
12,222
+1,323
+12% +$14.5K ﹤0.01% 3621
2019
Q3 		$115K Buy
+10,899
New +$118K ﹤0.01% 3624

Other funds holding MRCC

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Ameriprise's MRCC Position: Q2 2025 in Review

Ameriprise sold out of Monroe Capital Corp (MRCC) in Q2 2025, closing a stake of 13,289 shares — an estimated $104K sold.

Ameriprise first reported a position in MRCC in Q3 2019 and held it in 9 quarters. The position peaked at $132K in Q4 2019. 75 funds tracked by Wall St. Rank hold MRCC as of Q2 2025.

  • Ameriprise reported no remaining Monroe Capital Corp position as of Q2 2025 after selling out during the quarter.
  • Ameriprise sold 13,289 Monroe Capital Corp shares in Q2 2025, an estimated $104K.
  • Ameriprise first reported a position in Monroe Capital Corp in Q3 2019 and held it in 9 quarters.
  • Ameriprise's Monroe Capital Corp position peaked at $132K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2025.

Based on Ameriprise's 13F filing for Q2 2025, filed 14 Aug 2025.