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Clearstead Advisors’s Monarch Casino & Resort MCRI Stock Holding History

Clearstead Advisors’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71K Buy
+13
New +$1.51K ﹤0.01% 2532
2025
Q4 		– Sell
-152
Closed -$16.1K – 3054
2025
Q3 		$16.1K Buy
152
+31
+26% +$3.11K ﹤0.01% 1740
2025
Q2 		$10.5K Buy
+121
New +$9.76K ﹤0.01% 1877

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's MCRI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Monarch Casino & Resort (MCRI) in Q2 2026: 13 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #2532 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MCRI as recently as Q3 2025.

Clearstead Advisors first reported a position in MCRI in Q2 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q3 2025. 93 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Clearstead Advisors held 13 shares of Monarch Casino & Resort worth $1.71K as of Q2 2026.
  • Monarch Casino & Resort was a new Clearstead Advisors position in Q2 2026.
  • Monarch Casino & Resort made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2532 holding.
  • Clearstead Advisors first reported a position in Monarch Casino & Resort in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Monarch Casino & Resort position peaked at $16.1K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.