Ballentine Partners’s Monarch Casino & Resort MCRI Stock Holding History

Ballentine Partners’s Portfolio MCRI Stock Details MCRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	+1,951	New	+$227K	﹤0.01%	881

Other funds holding MCRI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ballentine Partners's MCRI Position: Q2 2026 in Review

Ballentine Partners opened a new position in Monarch Casino & Resort (MCRI) in Q2 2026: 1,951 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings.

16 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

Ballentine Partners held 1,951 shares of Monarch Casino & Resort worth $257K as of Q2 2026.
Monarch Casino & Resort was a new Ballentine Partners position in Q2 2026.
Monarch Casino & Resort made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #881 holding.
16 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.