EFG
MRCC

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
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

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

Ethos Financial Group's MRCC Position: Q1 2026 in Review

Ethos Financial Group held its Monroe Capital Corp (MRCC) position steady in Q1 2026 at 34,581 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #469.

Ethos Financial Group first reported a position in MRCC in Q1 2025 and has held it in 5 quarters since. The position peaked at $287K in Q1 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Ethos Financial Group held 34,581 shares of Monroe Capital Corp worth $220K as of Q1 2026.
  • Ethos Financial Group left its Monroe Capital Corp share count unchanged in Q1 2026.
  • Monroe Capital Corp made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #469 holding.
  • Ethos Financial Group first reported a position in Monroe Capital Corp in Q1 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's Monroe Capital Corp position peaked at $287K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.