FG
MRCC

Fiduciary Group’s Monroe Capital Corp MRCC Stock Holding History

Fiduciary 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 		$101K Hold
22,000
– – 0.01% 291
2025
Q4 		$140K Sell
22,000
-15,000
-41% -$99.5K 0.01% 293
2025
Q3 		$260K Hold
37,000
– – 0.02% 263
2025
Q2 		$235K Hold
37,000
– – 0.02% 266
2025
Q1 		$289K Hold
37,000
– – 0.03% 237
2024
Q4 		$315K Buy
37,000
+2,000
+6% +$16.5K 0.03% 228
2024
Q3 		$283K Buy
35,000
+1,500
+4% +$11.5K 0.03% 239
2024
Q2 		$255K Sell
33,500
-11,000
-25% -$81.2K 0.03% 243
2024
Q1 		$320K Buy
44,500
+1,000
+2% +$7.25K 0.03% 223
2023
Q4 		$307K Buy
43,500
+2,500
+6% +$17.7K 0.04% 220
2023
Q3 		$305K Buy
41,000
+4,500
+12% +$35.6K 0.04% 201
2023
Q2 		$299K Hold
36,500
– – 0.04% 202
2023
Q1 		$279K Buy
36,500
+5,000
+16% +$40.6K 0.04% 209
2022
Q4 		$269K Sell
31,500
-500
-2% -$4.1K 0.04% 202
2022
Q3 		$261K Buy
32,000
+3,050
+11% +$26.7K 0.03% 210
2022
Q2 		$258K Buy
28,950
+6,450
+29% +$64.5K 0.03% 212
2022
Q1 		$226K Buy
22,500
+2,500
+13% +$27.2K 0.03% 213
2021
Q4 		$224K Buy
20,000
+7,000
+54% +$75.9K 0.02% 221
2021
Q3 		$134K Buy
13,000
+3,000
+30% +$32.4K 0.02% 236
2021
Q2 		$108K Buy
+10,000
New +$108K 0.01% 240

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

Fiduciary Group's MRCC Position: Q1 2026 in Review

Fiduciary Group held its Monroe Capital Corp (MRCC) position steady in Q1 2026 at 22,000 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #291.

Fiduciary Group first reported a position in MRCC in Q2 2021 and has held it in 20 quarters since. The position peaked at $320K in Q1 2024. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Fiduciary Group held 22,000 shares of Monroe Capital Corp worth $101K as of Q1 2026.
  • Fiduciary Group left its Monroe Capital Corp share count unchanged in Q1 2026.
  • Monroe Capital Corp made up 0.01% of Fiduciary Group's portfolio in Q1 2026, its #291 holding.
  • Fiduciary Group first reported a position in Monroe Capital Corp in Q2 2021 and has held it in 20 quarters since.
  • Fiduciary Group's Monroe Capital Corp position peaked at $320K in Q1 2024.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.