AWS
MRCC

Atria Wealth Solutions’s Monroe Capital Corp MRCC Stock Holding History

Atria Wealth Solutions’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
-46,370
Closed -$362K – 1738
2025
Q1 		$362K Sell
46,370
-7,363
-14% -$61.4K ﹤0.01% 1373
2024
Q4 		$457K Buy
53,733
+203
+0.4% +$1.67K 0.01% 1320
2024
Q3 		$433K Buy
53,530
+202
+0.4% +$1.55K ﹤0.01% 1308
2024
Q2 		$406K Buy
53,328
+209
+0.4% +$1.54K ﹤0.01% 1337
2024
Q1 		$382K Buy
53,119
+3,665
+7% +$26.6K ﹤0.01% 1392
2023
Q4 		$349K Buy
49,454
+211
+0.4% +$1.5K ﹤0.01% 1395
2023
Q3 		$367K Buy
49,243
+9,891
+25% +$78.2K 0.01% 1291
2023
Q2 		$322K Buy
39,352
+1,216
+3% +$9.36K ﹤0.01% 1391
2023
Q1 		$292K Buy
+38,136
New +$310K ﹤0.01% 1437

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

Atria Wealth Solutions's MRCC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Monroe Capital Corp (MRCC) in Q2 2025, closing a stake of 46,370 shares — an estimated $362K sold.

Atria Wealth Solutions first reported a position in MRCC in Q1 2023 and held it in 9 quarters. The position peaked at $457K in Q4 2024. 75 funds tracked by Wall St. Rank hold MRCC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Monroe Capital Corp position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 46,370 Monroe Capital Corp shares in Q2 2025, an estimated $362K.
  • Atria Wealth Solutions first reported a position in Monroe Capital Corp in Q1 2023 and held it in 9 quarters.
  • Atria Wealth Solutions's Monroe Capital Corp position peaked at $457K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.