AAS
MRCC

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

Ameritas Advisory Services’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
Q3 		– Sell
-606
Closed -$3.85K – 2622
2025
Q2 		$3.85K Buy
+606
New +$4.06K ﹤0.01% 2312
2023
Q2 		– Sell
-606
Closed -$4.68K – 1788
2023
Q1 		$4.68K Buy
+606
New +$4.92K ﹤0.01% 2167

Other funds holding MRCC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameritas Advisory Services's MRCC Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Monroe Capital Corp (MRCC) in Q3 2025, closing a stake of 606 shares — an estimated $3.85K sold.

Ameritas Advisory Services first reported a position in MRCC in Q1 2023 and held it in 2 quarters. The position peaked at $4.68K in Q1 2023. 84 funds tracked by Wall St. Rank hold MRCC as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Monroe Capital Corp position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 606 Monroe Capital Corp shares in Q3 2025, an estimated $3.85K.
  • Ameritas Advisory Services first reported a position in Monroe Capital Corp in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Monroe Capital Corp position peaked at $4.68K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.