Cerity Partners
MRCC

Cerity Partners’s Monroe Capital Corp MRCC Stock Holding History

Cerity Partners’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 		$164K Sell
35,629
-4,223
-11% -$24.4K ﹤0.01% 2933
2025
Q4 		$254K Sell
39,852
-850
-2% -$5.64K ﹤0.01% 2504
2025
Q3 		$286K Sell
40,702
-1,034
-2% -$7.1K ﹤0.01% 2312
2025
Q2 		$265K Buy
41,736
+128
+0.3% +$857 ﹤0.01% 2218
2025
Q1 		$325K Sell
41,608
-10,729
-20% -$89.5K ﹤0.01% 1985
2024
Q4 		$445K Buy
52,337
+2,006
+4% +$16.5K ﹤0.01% 1833
2024
Q3 		$407K Buy
50,331
+72
+0.1% +$554 ﹤0.01% 1895
2024
Q2 		$382K Sell
50,259
-1,852
-4% -$13.7K ﹤0.01% 1681
2024
Q1 		$375K Sell
52,111
-741
-1% -$5.37K ﹤0.01% 1742
2023
Q4 		$373K Buy
52,852
+5,185
+11% +$36.8K ﹤0.01% 1409
2023
Q3 		$355K Sell
47,667
-4,898
-9% -$38.7K ﹤0.01% 1095
2023
Q2 		$430K Sell
52,565
-4,150
-7% -$31.9K ﹤0.01% 1249
2023
Q1 		$434K Sell
56,715
-2,917
-5% -$23.7K ﹤0.01% 1357
2022
Q4 		$509K Buy
+59,632
New +$489K ﹤0.01% 945
2022
Q3 		– Sell
-17,626
Closed -$159K – 1227
2022
Q2 		$159K Sell
17,626
-2,661
-13% -$26.6K ﹤0.01% 1105
2022
Q1 		$219K Sell
20,287
-2,328
-10% -$25.3K ﹤0.01% 839
2021
Q4 		$254K Sell
22,615
-1,084
-5% -$11.8K ﹤0.01% 842
2021
Q3 		$246K Sell
23,699
-18,013
-43% -$194K 0.01% 608
2021
Q2 		$448K Sell
41,712
-18,500
-31% -$200K 0.01% 492
2021
Q1 		$605K Sell
60,212
-6,796
-10% -$62.5K 0.01% 414
2020
Q4 		$538K Sell
67,008
-3,584
-5% -$27.6K 0.02% 399
2020
Q3 		$483K Buy
+70,592
New +$483K 0.02% 327

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

Cerity Partners's MRCC Position: Q1 2026 in Review

Cerity Partners reduced its Monroe Capital Corp (MRCC) stake by 11% in Q1 2026, selling an estimated $24.4K and leaving 35,629 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2933.

Cerity Partners first reported a position in MRCC in Q3 2020 and has held it in 22 quarters since. The position peaked at $605K in Q1 2021. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Cerity Partners held 35,629 shares of Monroe Capital Corp worth $164K as of Q1 2026.
  • Cerity Partners sold 4,223 Monroe Capital Corp shares in Q1 2026, an estimated $24.4K.
  • Monroe Capital Corp made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2933 holding.
  • Cerity Partners first reported a position in Monroe Capital Corp in Q3 2020 and has held it in 22 quarters since.
  • Cerity Partners's Monroe Capital Corp position peaked at $605K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.