Baird Financial Group
MRCC

Baird Financial Group’s Monroe Capital Corp MRCC Stock Holding History

Baird Financial Group’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 		$156K Hold
33,969
– – ﹤0.01% 1796
2025
Q4 		$216K Sell
33,969
-7
-0% -$46 ﹤0.01% 1716
2025
Q3 		$239K Sell
33,976
-55
-0.2% -$378 ﹤0.01% 1693
2025
Q2 		$216K Buy
34,031
+3,911
+13% +$26.2K ﹤0.01% 1685
2025
Q1 		$235K Sell
30,120
-2,906
-9% -$24.2K ﹤0.01% 1645
2024
Q4 		$281K Buy
33,026
+267
+0.8% +$2.2K ﹤0.01% 1582
2024
Q3 		$265K Sell
32,759
-66,284
-67% -$510K ﹤0.01% 1581
2024
Q2 		$754K Sell
99,043
-4,900
-5% -$36.2K ﹤0.01% 1268
2024
Q1 		$748K Buy
103,943
+74,379
+252% +$539K ﹤0.01% 1253
2023
Q4 		$209K Buy
29,564
+11,346
+62% +$80.5K ﹤0.01% 1633
2023
Q3 		$136K Sell
18,218
-1
-0% -$8 ﹤0.01% 1649
2023
Q2 		$149K Sell
18,219
-1,726
-9% -$13.3K ﹤0.01% 1632
2023
Q1 		$153K Buy
19,945
+2,916
+17% +$23.7K ﹤0.01% 1637
2022
Q4 		$145K Buy
17,029
+2,924
+21% +$24K ﹤0.01% 1629
2022
Q3 		$102K Sell
14,105
-212
-1% -$1.86K ﹤0.01% 1668
2022
Q2 		$129K Sell
14,317
-86
-0.6% -$861 ﹤0.01% 1732
2022
Q1 		$155K Sell
14,403
-3
-0% -$33 ﹤0.01% 1767
2021
Q4 		$162K Sell
14,406
-1,161
-7% -$12.6K ﹤0.01% 1837
2021
Q3 		$162K Sell
15,567
-253
-2% -$2.73K ﹤0.01% 1825
2021
Q2 		$170K Sell
15,820
-865
-5% -$9.36K ﹤0.01% 1708
2021
Q1 		$168K Sell
16,685
-342
-2% -$3.14K ﹤0.01% 1652
2020
Q4 		$137K Sell
17,027
-416
-2% -$3.2K ﹤0.01% 1537
2020
Q3 		$119K Sell
17,443
-971
-5% -$6.64K ﹤0.01% 1445
2020
Q2 		$128K Sell
18,414
-520
-3% -$3.83K ﹤0.01% 1466
2020
Q1 		$134K Sell
18,934
-1,773
-9% -$17.7K ﹤0.01% 1362
2019
Q4 		$225K Sell
20,707
-229
-1% -$2.51K ﹤0.01% 1433
2019
Q3 		$221K Buy
20,936
+277
+1% +$2.99K ﹤0.01% 1416
2019
Q2 		$238K Sell
20,659
-851
-4% -$10.2K ﹤0.01% 1413
2019
Q1 		$261K Sell
21,510
-840
-4% -$10.1K ﹤0.01% 1183
2018
Q4 		$215K Sell
22,350
-5,484
-20% -$64.1K ﹤0.01% 1199
2018
Q3 		$377K Buy
27,834
+465
+2% +$6.34K ﹤0.01% 1119
2018
Q2 		$369K Sell
27,369
-1,233
-4% -$16.4K ﹤0.01% 1091
2018
Q1 		$352K Sell
28,602
-2,599
-8% -$34.7K ﹤0.01% 1088
2017
Q4 		$429K Sell
31,201
-1,362
-4% -$19.5K ﹤0.01% 1049
2017
Q3 		$466K Buy
32,563
+3,642
+13% +$52.1K ﹤0.01% 1008
2017
Q2 		$440K Sell
28,921
-1,669
-5% -$26K ﹤0.01% 995
2017
Q1 		$481K Sell
30,590
-1,143
-4% -$17.8K ﹤0.01% 961
2016
Q4 		$488K Buy
31,733
+231
+0.7% +$3.49K ﹤0.01% 927
2016
Q3 		$496K Buy
31,502
+1,688
+6% +$26.3K ﹤0.01% 939
2016
Q2 		$442K Sell
29,814
-1,154
-4% -$16.2K ﹤0.01% 945
2016
Q1 		$429K Buy
30,968
+542
+2% +$6.75K ﹤0.01% 957
2015
Q4 		$398K Sell
30,426
-4,851
-14% -$69.8K ﹤0.01% 981
2015
Q3 		$490K Sell
35,277
-8,081
-19% -$119K 0.01% 913
2015
Q2 		$646K Buy
+43,358
New +$640K 0.01% 880

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

Baird Financial Group's MRCC Position: Q1 2026 in Review

Baird Financial Group held its Monroe Capital Corp (MRCC) position steady in Q1 2026 at 33,969 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Baird Financial Group first reported a position in MRCC in Q2 2015 and has held it in 44 quarters since. The position peaked at $754K in Q2 2024. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Baird Financial Group held 33,969 shares of Monroe Capital Corp worth $156K as of Q1 2026.
  • Baird Financial Group left its Monroe Capital Corp share count unchanged in Q1 2026.
  • Monroe Capital Corp made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1796 holding.
  • Baird Financial Group first reported a position in Monroe Capital Corp in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Monroe Capital Corp position peaked at $754K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.