Focus Partners Wealth
MRCC

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

Focus Partners Wealth’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 		$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

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focus Partners Wealth's MRCC Position: Q1 2026 in Review

Focus Partners Wealth increased its Monroe Capital Corp (MRCC) stake by 0.34% in Q1 2026, buying an estimated $2.58K and bringing the position to 131,081 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Focus Partners Wealth first reported a position in MRCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $832K in Q4 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Focus Partners Wealth held 131,081 shares of Monroe Capital Corp worth $603K as of Q1 2026.
  • Focus Partners Wealth bought 447 Monroe Capital Corp shares in Q1 2026, an estimated $2.58K.
  • Monroe Capital Corp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1842 holding.
  • Focus Partners Wealth first reported a position in Monroe Capital Corp in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's Monroe Capital Corp position peaked at $832K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.