EH
MRCC

Equitable Holdings’s Monroe Capital Corp MRCC Stock Holding History

Equitable Holdings’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 		$113K Sell
17,717
-4,472
-20% -$25.8K ﹤0.01% 1646
2025
Q4 		$141K Sell
22,189
-6,195
-22% -$41.1K ﹤0.01% 1517
2025
Q3 		$199K Buy
28,384
+2,277
+9% +$15.6K ﹤0.01% 1459
2025
Q2 		$166K Buy
26,107
+7,734
+42% +$51.8K ﹤0.01% 1391
2025
Q1 		$143K Buy
18,373
+3,017
+20% +$25.2K ﹤0.01% 1277
2024
Q4 		$131K Buy
15,356
+2,012
+15% +$16.6K ﹤0.01% 1221
2024
Q3 		$108K Buy
13,344
+290
+2% +$2.23K ﹤0.01% 1228
2024
Q2 		$99.3K Buy
13,054
+1,103
+9% +$8.14K ﹤0.01% 1175
2024
Q1 		$86K Buy
11,951
+301
+3% +$2.18K ﹤0.01% 1133
2023
Q4 		$82.3K Hold
11,650
– – ﹤0.01% 1103
2023
Q3 		$86.8K Buy
+11,650
New +$92.1K ﹤0.01% 1042

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

Equitable Holdings's MRCC Position: Q1 2026 in Review

Equitable Holdings reduced its Monroe Capital Corp (MRCC) stake by 20% in Q1 2026, selling an estimated $25.8K and leaving 17,717 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Equitable Holdings first reported a position in MRCC in Q3 2023 and has held it in 11 quarters since. The position peaked at $199K in Q3 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Equitable Holdings held 17,717 shares of Monroe Capital Corp worth $113K as of Q1 2026.
  • Equitable Holdings sold 4,472 Monroe Capital Corp shares in Q1 2026, an estimated $25.8K.
  • Monroe Capital Corp made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1646 holding.
  • Equitable Holdings first reported a position in Monroe Capital Corp in Q3 2023 and has held it in 11 quarters since.
  • Equitable Holdings's Monroe Capital Corp position peaked at $199K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.