AWA
MRCC

Argos Wealth Advisors’s Monroe Capital Corp MRCC Stock Holding History

Argos Wealth Advisors’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 		$54.5K Buy
11,848
+93
+0.8% +$537 0.02% 199
2025
Q4 		$74.9K Buy
+11,755
New +$78K 0.02% 206

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

Argos Wealth Advisors's MRCC Position: Q1 2026 in Review

Argos Wealth Advisors increased its Monroe Capital Corp (MRCC) stake by 0.79% in Q1 2026, buying an estimated $537 and bringing the position to 11,848 shares worth $54.5K. The position accounts for 0.02% of the portfolio, ranked #199.

Argos Wealth Advisors first reported a position in MRCC in Q4 2025 and has held it in 2 quarters since. The position peaked at $74.9K in Q4 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Argos Wealth Advisors held 11,848 shares of Monroe Capital Corp worth $54.5K as of Q1 2026.
  • Argos Wealth Advisors bought 93 Monroe Capital Corp shares in Q1 2026, an estimated $537.
  • Monroe Capital Corp made up 0.02% of Argos Wealth Advisors's portfolio in Q1 2026, its #199 holding.
  • Argos Wealth Advisors first reported a position in Monroe Capital Corp in Q4 2025 and has held it in 2 quarters since.
  • Argos Wealth Advisors's Monroe Capital Corp position peaked at $74.9K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Argos Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.