CAM
MRCC

Cresset Asset Management’s Monroe Capital Corp MRCC Stock Holding History

Cresset Asset Management’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 		$69.8K Buy
15,167
+20
+0.1% +$115 ﹤0.01% 1561
2025
Q4 		$96.5K Buy
15,147
+28
+0.2% +$186 ﹤0.01% 1579
2025
Q3 		$106K Buy
+15,119
New +$104K ﹤0.01% 1491
2024
Q4 		– Sell
-15,125
Closed -$122K – 2039
2024
Q3 		$122K Hold
15,125
– – ﹤0.01% 2030
2024
Q2 		$115K Hold
15,125
– – ﹤0.01% 1941
2024
Q1 		$109K Buy
+15,125
New +$110K ﹤0.01% 1831

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

Cresset Asset Management's MRCC Position: Q1 2026 in Review

Cresset Asset Management increased its Monroe Capital Corp (MRCC) stake by 0.13% in Q1 2026, buying an estimated $115 and bringing the position to 15,167 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Cresset Asset Management first reported a position in MRCC in Q1 2024 and has held it in 6 quarters since. The position peaked at $122K in Q3 2024. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Cresset Asset Management held 15,167 shares of Monroe Capital Corp worth $69.8K as of Q1 2026.
  • Cresset Asset Management bought 20 Monroe Capital Corp shares in Q1 2026, an estimated $115.
  • Monroe Capital Corp made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1561 holding.
  • Cresset Asset Management first reported a position in Monroe Capital Corp in Q1 2024 and has held it in 6 quarters since.
  • Cresset Asset Management's Monroe Capital Corp position peaked at $122K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.