CPA
MRCC

Capital Performance Advisors’s Monroe Capital Corp MRCC Stock Holding History

Capital Performance 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
2026
Q1 		$237K Buy
24,152
+315
+1% +$1.82K 0.02% 390
2025
Q4 		$238K Buy
+23,837
New +$158K 0.02% 369

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

Capital Performance Advisors's MRCC Position: Q1 2026 in Review

Capital Performance Advisors increased its Monroe Capital Corp (MRCC) stake by 1.3% in Q1 2026, buying an estimated $1.82K and bringing the position to 24,152 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #390.

Capital Performance Advisors first reported a position in MRCC in Q4 2025 and has held it in 2 quarters since. The position peaked at $238K in Q4 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Capital Performance Advisors held 24,152 shares of Monroe Capital Corp worth $237K as of Q1 2026.
  • Capital Performance Advisors bought 315 Monroe Capital Corp shares in Q1 2026, an estimated $1.82K.
  • Monroe Capital Corp made up 0.02% of Capital Performance Advisors's portfolio in Q1 2026, its #390 holding.
  • Capital Performance Advisors first reported a position in Monroe Capital Corp in Q4 2025 and has held it in 2 quarters since.
  • Capital Performance Advisors's Monroe Capital Corp position peaked at $238K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.