CG
MRCC

Caprock Group’s Monroe Capital Corp MRCC Stock Holding History

Caprock 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 		$2.12M Buy
461,360
+12,322
+3% +$71.2K 0.05% 325
2025
Q4 		$2.86M Buy
449,038
+15,375
+4% +$102K 0.06% 279
2025
Q3 		$3.24M Buy
+433,663
New +$2.98M 0.08% 214

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Caprock Group's MRCC Position: Q1 2026 in Review

Caprock Group increased its Monroe Capital Corp (MRCC) stake by 2.7% in Q1 2026, buying an estimated $71.2K and bringing the position to 461,360 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #325.

Caprock Group first reported a position in MRCC in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.24M in Q3 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Caprock Group held 461,360 shares of Monroe Capital Corp worth $2.12M as of Q1 2026.
  • Caprock Group bought 12,322 Monroe Capital Corp shares in Q1 2026, an estimated $71.2K.
  • Monroe Capital Corp made up 0.05% of Caprock Group's portfolio in Q1 2026, its #325 holding.
  • Caprock Group first reported a position in Monroe Capital Corp in Q3 2025 and has held it in 3 quarters since.
  • Caprock Group's Monroe Capital Corp position peaked at $3.24M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.