CA
MRCC

Crewe Advisors’s Monroe Capital Corp MRCC Stock Holding History

Crewe 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
Q4 		– Sell
-2,800
Closed -$19.7K – 1120
2025
Q3 		$19.7K Hold
2,800
– – ﹤0.01% 500
2025
Q2 		$17.8K Hold
2,800
– – ﹤0.01% 388
2025
Q1 		$21.8K Hold
2,800
– – ﹤0.01% 340
2024
Q4 		$23.8K Hold
2,800
– – ﹤0.01% 339
2024
Q3 		$22.6K Hold
2,800
– – ﹤0.01% 387
2024
Q2 		$21.3K Hold
2,800
– – ﹤0.01% 540
2024
Q1 		$20.2K Hold
2,800
– – ﹤0.01% 491
2023
Q4 		$19.8K Hold
2,800
– – ﹤0.01% 166
2023
Q3 		$20.9K Hold
2,800
– – ﹤0.01% 196
2023
Q2 		$22.9K Hold
2,800
– – ﹤0.01% 335
2023
Q1 		$21.4K Hold
2,800
– – ﹤0.01% 419
2022
Q4 		$23.9K Hold
2,800
– – ﹤0.01% 388
2022
Q3 		$20K Hold
2,800
– – ﹤0.01% 462
2022
Q2 		$25K Hold
2,800
– – 0.01% 383
2022
Q1 		$30K Hold
2,800
– – 0.01% 268
2021
Q4 		$31K Hold
2,800
– – 0.01% 226
2021
Q3 		$29K Hold
2,800
– – 0.01% 188
2021
Q2 		$30K Hold
2,800
– – 0.01% 192
2021
Q1 		$28K Buy
+2,800
New +$25.7K 0.01% 193
2020
Q4 		– Sell
-2,800
Closed -$19K – 576
2020
Q3 		$19K Hold
2,800
– – 0.01% 188
2020
Q2 		$19K Hold
2,800
– – 0.01% 144
2020
Q1 		$20K Hold
2,800
– – 0.01% 126
2019
Q4 		$30K Hold
2,800
– – 0.01% 134
2019
Q3 		$30K Hold
2,800
– – 0.01% 143
2019
Q2 		$32K Buy
+2,800
New +$33.5K 0.01% 161

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $97.6B AUM 29.43% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Crewe Advisors's MRCC Position: Q4 2025 in Review

Crewe Advisors sold out of Monroe Capital Corp (MRCC) in Q4 2025, closing a stake of 2,800 shares — an estimated $19.7K sold.

Crewe Advisors first reported a position in MRCC in Q2 2019 and held it in 25 quarters. The position peaked at $32K in Q2 2019. 79 funds tracked by Wall St. Rank hold MRCC as of Q4 2025.

  • Crewe Advisors reported no remaining Monroe Capital Corp position as of Q4 2025 after selling out during the quarter.
  • Crewe Advisors sold 2,800 Monroe Capital Corp shares in Q4 2025, an estimated $19.7K.
  • Crewe Advisors first reported a position in Monroe Capital Corp in Q2 2019 and held it in 25 quarters.
  • Crewe Advisors's Monroe Capital Corp position peaked at $32K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.