CA
MRCC

Clearstead Advisors’s Monroe Capital Corp MRCC Stock Holding History

Clearstead 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
2025
Q2 		– Sell
-69,168
Closed -$540K – 2826
2025
Q1 		$540K Hold
69,168
– – 0.01% 553
2024
Q4 		$588K Hold
69,168
– – 0.01% 531
2024
Q3 		$559K Buy
+69,168
New +$532K 0.01% 542

Other funds holding MRCC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Clearstead Advisors's MRCC Position: Q2 2025 in Review

Clearstead Advisors sold out of Monroe Capital Corp (MRCC) in Q2 2025, closing a stake of 69,168 shares — an estimated $540K sold.

Clearstead Advisors first reported a position in MRCC in Q3 2024 and held it in 3 quarters. The position peaked at $588K in Q4 2024. 75 funds tracked by Wall St. Rank hold MRCC as of Q2 2025.

  • Clearstead Advisors reported no remaining Monroe Capital Corp position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 69,168 Monroe Capital Corp shares in Q2 2025, an estimated $540K.
  • Clearstead Advisors first reported a position in Monroe Capital Corp in Q3 2024 and held it in 3 quarters.
  • Clearstead Advisors's Monroe Capital Corp position peaked at $588K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.