BPA
MRCC

Beacon Pointe Advisors’s Monroe Capital Corp MRCC Stock Holding History

Beacon Pointe 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
Q2 		– Sell
-59,406
Closed -$616K – 1276
2025
Q1 		$616K Buy
+59,406
New +$495K 0.01% 783

Other funds holding MRCC

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BlackRock
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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

Beacon Pointe Advisors's MRCC Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of Monroe Capital Corp (MRCC) in Q2 2025, closing a stake of 59,406 shares — an estimated $616K sold.

Beacon Pointe Advisors first reported a position in MRCC in Q1 2025 and held it in 1 quarter. The position peaked at $616K in Q1 2025. 75 funds tracked by Wall St. Rank hold MRCC as of Q2 2025.

  • Beacon Pointe Advisors reported no remaining Monroe Capital Corp position as of Q2 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 59,406 Monroe Capital Corp shares in Q2 2025, an estimated $616K.
  • Beacon Pointe Advisors first reported a position in Monroe Capital Corp in Q1 2025 and held it in 1 quarter.
  • Beacon Pointe Advisors's Monroe Capital Corp position peaked at $616K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.