FFA
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Farther Finance Advisors’s Monarch Casino & Resort MCRI Stock Holding History

Farther Finance Advisors’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54K Buy
560
+227
+68% +$21.6K ﹤0.01% 2948
2025
Q4 		$31.9K Buy
333
+4
+1% +$385 ﹤0.01% 3111
2025
Q3 		$34.8K Buy
329
+219
+199% +$22K ﹤0.01% 2672
2025
Q2 		$9.51K Sell
110
-56
-34% -$4.52K ﹤0.01% 3103
2025
Q1 		$13.1K Buy
+166
New +$14.1K ﹤0.01% 2606
2024
Q1 		– Sell
-2
Closed -$138 – 3674
2023
Q4 		$138 Buy
+2
New +$127 ﹤0.01% 3271

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return