CFD
MRCC

Creative Financial Designs’s Monroe Capital Corp MRCC Stock Holding History

Creative Financial Designs’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 		$65.5K Buy
14,230
+215
+2% +$1.24K ﹤0.01% 808
2025
Q4 		$89.3K Buy
14,015
+306
+2% +$2.03K 0.01% 689
2025
Q3 		$96.2K Buy
13,709
+364
+3% +$2.5K 0.01% 657
2025
Q2 		$84.9K Buy
13,345
+390
+3% +$2.61K 0.01% 708
2025
Q1 		$101K Buy
12,955
+309
+2% +$2.58K 0.01% 615
2024
Q4 		$107K Buy
12,646
+278
+2% +$2.29K 0.01% 585
2024
Q3 		$99.9K Buy
12,368
+277
+2% +$2.13K 0.01% 597
2024
Q2 		$92K Buy
12,091
+576
+5% +$4.25K 0.01% 599
2024
Q1 		$82.9K Hold
11,515
– – 0.01% 607
2023
Q4 		$81.4K Buy
11,515
+289
+3% +$2.05K 0.01% 580
2023
Q3 		$83.6K Buy
11,226
+269
+2% +$2.13K 0.01% 518
2023
Q2 		$89.6K Buy
10,957
+235
+2% +$1.81K 0.01% 513
2023
Q1 		$82K Sell
10,722
-5,059
-32% -$41.1K 0.01% 493
2022
Q4 		$135K Buy
15,781
+346
+2% +$2.84K 0.02% 395
2022
Q3 		$112K Buy
15,435
+380
+3% +$3.33K 0.02% 416
2022
Q2 		$136K Buy
15,055
+299
+2% +$2.99K 0.02% 371
2022
Q1 		$159K Buy
14,756
+256
+2% +$2.79K 0.02% 347
2021
Q4 		$163K Buy
14,500
+239
+2% +$2.59K 0.02% 346
2021
Q3 		$148K Buy
14,261
+255
+2% +$2.75K 0.02% 369
2021
Q2 		$150K Buy
14,006
+232
+2% +$2.51K 0.03% 356
2021
Q1 		$138K Buy
13,774
+246
+2% +$2.26K 0.03% 352
2020
Q4 		$109K Buy
13,528
+303
+2% +$2.33K 0.02% 362
2020
Q3 		$90K Sell
13,225
-663
-5% -$4.53K 0.02% 358
2020
Q2 		$97K Buy
13,888
+12,938
+1,362% +$95.2K 0.03% 293
2020
Q1 		$7K Sell
950
-210
-18% -$2.1K ﹤0.01% 377
2019
Q4 		$13K Hold
1,160
– – 0.01% 375
2019
Q3 		$12K Sell
1,160
-500
-30% -$5.4K 0.01% 390
2019
Q2 		$19K Buy
+1,660
New +$19.9K 0.01% 328
2019
Q1 		– Sell
-100
Closed -$1K – 614
2018
Q4 		$1K Hold
100
– – ﹤0.01% 555
2018
Q3 		$1K Sell
100
-1,100
-92% -$15K ﹤0.01% 701
2018
Q2 		$16K Buy
+1,200
New +$16K 0.01% 394

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

Creative Financial Designs's MRCC Position: Q1 2026 in Review

Creative Financial Designs increased its Monroe Capital Corp (MRCC) stake by 1.5% in Q1 2026, buying an estimated $1.24K and bringing the position to 14,230 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Creative Financial Designs first reported a position in MRCC in Q2 2018 and has held it in 31 quarters since. The position peaked at $163K in Q4 2021. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Creative Financial Designs held 14,230 shares of Monroe Capital Corp worth $65.5K as of Q1 2026.
  • Creative Financial Designs bought 215 Monroe Capital Corp shares in Q1 2026, an estimated $1.24K.
  • Monroe Capital Corp made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #808 holding.
  • Creative Financial Designs first reported a position in Monroe Capital Corp in Q2 2018 and has held it in 31 quarters since.
  • Creative Financial Designs's Monroe Capital Corp position peaked at $163K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.