CIBC Private Wealth Group
MRCC

CIBC Private Wealth Group’s Monroe Capital Corp MRCC Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$30.8K Hold
4,830
– – ﹤0.01% 1995
2025
Q3 		$33.9K Sell
4,830
-6,274
-57% -$43.1K ﹤0.01% 1964
2025
Q2 		$70.6K Hold
11,104
– – ﹤0.01% 1534
2025
Q1 		$74K Buy
11,104
+250
+2% +$2.08K ﹤0.01% 1478
2024
Q4 		$91.7K Buy
10,854
+6,773
+166% +$55.7K ﹤0.01% 1453
2024
Q3 		$33K Sell
4,081
-616
-13% -$4.74K ﹤0.01% 1929
2024
Q2 		$34.9K Buy
4,697
+317
+7% +$2.34K ﹤0.01% 1817
2024
Q1 		$31.8K Buy
+4,380
New +$31.8K ﹤0.01% 1853
2023
Q1 		– Sell
-12,685
Closed -$108 – 917
2022
Q4 		$108 Sell
12,685
-8,991
-41% -$73.8K ﹤0.01% 830
2022
Q3 		$157K Buy
21,676
+4,000
+23% +$35K ﹤0.01% 869
2022
Q2 		$160K Hold
17,676
– – ﹤0.01% 898
2022
Q1 		$191K Hold
17,676
– – ﹤0.01% 959
2021
Q4 		$198K Hold
17,676
– – ﹤0.01% 977
2021
Q3 		$184K Hold
17,676
– – ﹤0.01% 903
2021
Q2 		$190K Hold
17,676
– – ﹤0.01% 1000
2021
Q1 		$177K Hold
17,676
– – ﹤0.01% 1002
2020
Q4 		$142K Hold
17,676
– – ﹤0.01% 958
2020
Q3 		$121K Buy
+17,676
New +$121K ﹤0.01% 855
2020
Q2 		– Sell
-17,676
Closed -$125K – 729
2020
Q1 		$125K Buy
17,676
+500
+3% +$4.99K ﹤0.01% 813
2019
Q4 		$187K Hold
17,176
– – ﹤0.01% 874
2019
Q3 		$181K Buy
17,176
+2,880
+20% +$31.1K ﹤0.01% 861
2019
Q2 		$165K Sell
14,296
-2,115
-13% -$25.3K ﹤0.01% 892
2019
Q1 		$199K Sell
16,411
-99,671
-86% -$1.2M ﹤0.01% 899
2018
Q4 		$1.11M Buy
116,082
+3,437
+3% +$40.2K 0.01% 546
2018
Q3 		$1.53M Buy
112,645
+5,984
+6% +$81.6K 0.01% 580
2018
Q2 		$1.44M Sell
106,661
-1,883
-2% -$25.1K 0.01% 582
2018
Q1 		$1.33M Sell
108,544
-28,953
-21% -$387K 0.01% 592
2017
Q4 		$1.89M Sell
137,497
-6,155
-4% -$88.1K 0.01% 530
2017
Q3 		$2.06M Buy
+143,652
New +$2.05M 0.01% 486

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

CIBC Private Wealth Group's MRCC Position: Q4 2025 in Review

CIBC Private Wealth Group held its Monroe Capital Corp (MRCC) position steady in Q4 2025 at 4,830 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

CIBC Private Wealth Group first reported a position in MRCC in Q3 2017 and has held it in 29 quarters since. The position peaked at $2.06M in Q3 2017. 79 funds tracked by Wall St. Rank hold MRCC as of Q4 2025.

  • CIBC Private Wealth Group held 4,830 shares of Monroe Capital Corp worth $30.8K as of Q4 2025.
  • CIBC Private Wealth Group left its Monroe Capital Corp share count unchanged in Q4 2025.
  • Monroe Capital Corp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1995 holding.
  • CIBC Private Wealth Group first reported a position in Monroe Capital Corp in Q3 2017 and has held it in 29 quarters since.
  • CIBC Private Wealth Group's Monroe Capital Corp position peaked at $2.06M in Q3 2017.
  • 79 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.