Focus Partners Wealth’s Monroe Capital Corp MRCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-131,081
Closed -$603K 2893
2026
Q1
$603K Buy
131,081
+447
+0.3% +$2.58K ﹤0.01% 1842
2025
Q4
$832K Buy
130,634
+98,749
+310% +$655K ﹤0.01% 1711
2025
Q3
$224K Buy
31,885
+10,293
+48% +$70.7K ﹤0.01% 2004
2025
Q2
$137K Sell
21,592
-16,643
-44% -$111K ﹤0.01% 1917
2025
Q1
$298K Buy
38,235
+299
+0.8% +$2.49K ﹤0.01% 1574
2024
Q4
$322K Buy
+37,936
New +$312K ﹤0.01% 1518

Focus Partners Wealth's MRCC Position: Q2 2026 in Review

Focus Partners Wealth sold out of Monroe Capital Corp (MRCC) in Q2 2026, closing a stake of 131,081 shares — an estimated $603K sold.

Focus Partners Wealth first reported a position in MRCC in Q4 2024 and held it in 6 quarters. The position peaked at $832K in Q4 2025. 0 funds tracked by Wall St. Rank hold MRCC as of Q2 2026.

  • Focus Partners Wealth reported no remaining Monroe Capital Corp position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 131,081 Monroe Capital Corp shares in Q2 2026, an estimated $603K.
  • Focus Partners Wealth first reported a position in Monroe Capital Corp in Q4 2024 and held it in 6 quarters.
  • Focus Partners Wealth's Monroe Capital Corp position peaked at $832K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.