Ethos Financial Group’s Monroe Capital Corp MRCC Stock Holding History

Ethos Financial Group’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 Q2	–	Sell	-34,581	Closed	-$220K	–	674
2026 Q1	$220K	Hold	34,581	–	–	0.02%	469
2025 Q4	$220K	Sell	34,581 -2,221	-6%	-$14.7K	0.02%	455
2025 Q3	$258K	Hold	36,802	–	–	0.02%	391
2025 Q2	$234K	Hold	36,802	–	–	0.02%	388
2025 Q1	$287K	Buy	+36,802	New	+$307K	0.03%	324

Ethos Financial Group's MRCC Position: Q2 2026 in Review

Ethos Financial Group sold out of Monroe Capital Corp (MRCC) in Q2 2026, closing a stake of 34,581 shares — an estimated $220K sold.

Ethos Financial Group first reported a position in MRCC in Q1 2025 and held it in 5 quarters. The position peaked at $287K in Q1 2025. 0 funds tracked by Wall St. Rank hold MRCC as of Q2 2026.

Ethos Financial Group reported no remaining Monroe Capital Corp position as of Q2 2026 after selling out during the quarter.
Ethos Financial Group sold 34,581 Monroe Capital Corp shares in Q2 2026, an estimated $220K.
Ethos Financial Group first reported a position in Monroe Capital Corp in Q1 2025 and held it in 5 quarters.
Ethos Financial Group's Monroe Capital Corp position peaked at $287K in Q1 2025.
0 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.