AWA
MRCC

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

Arkadios 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
2025
Q3 		– Sell
-11,303
Closed -$71.9K – 1500
2025
Q2 		$71.9K Sell
11,303
-1,276
-10% -$8.54K ﹤0.01% 1271
2025
Q1 		$98.1K Hold
12,579
– – ﹤0.01% 1074
2024
Q4 		$107K Hold
12,579
– – 0.01% 887
2024
Q3 		$102K Hold
12,579
– – 0.01% 875
2024
Q2 		$95.7K Hold
12,579
– – 0.01% 800
2024
Q1 		$90.6K Hold
12,579
– – 0.01% 677
2023
Q4 		$88.9K Hold
12,579
– – 0.01% 673
2023
Q3 		$93.7K Hold
12,579
– – 0.01% 643
2023
Q2 		$103K Hold
12,579
– – 0.01% 586
2023
Q1 		$96.2K Sell
12,579
-3,677
-23% -$29.8K 0.01% 589
2022
Q4 		$139K Sell
16,256
-2,422
-13% -$19.9K 0.02% 538
2022
Q3 		$135K Buy
18,678
+2,109
+13% +$18.5K 0.02% 499
2022
Q2 		$150K Buy
+16,569
New +$166K 0.02% 520

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

Arkadios Wealth Advisors's MRCC Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of Monroe Capital Corp (MRCC) in Q3 2025, closing a stake of 11,303 shares — an estimated $71.9K sold.

Arkadios Wealth Advisors first reported a position in MRCC in Q2 2022 and held it in 13 quarters. The position peaked at $150K in Q2 2022. 84 funds tracked by Wall St. Rank hold MRCC as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining Monroe Capital Corp position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 11,303 Monroe Capital Corp shares in Q3 2025, an estimated $71.9K.
  • Arkadios Wealth Advisors first reported a position in Monroe Capital Corp in Q2 2022 and held it in 13 quarters.
  • Arkadios Wealth Advisors's Monroe Capital Corp position peaked at $150K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.