Forum Financial Management’s Monroe Capital Corp MRCC Stock Holding History

Forum Financial Management’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 Q2	–	Sell	-26,336	Closed	-$121K	–	361
2026 Q1	$121K	Hold	26,336	–	–	﹤0.01%	316
2025 Q4	$168K	Buy	26,336 +11,500	+78%	+$76.3K	﹤0.01%	984
2025 Q3	$104K	Hold	14,836	–	–	﹤0.01%	993
2025 Q2	$94.4K	Buy	+14,836	New	+$99.3K	﹤0.01%	935
2024 Q1	–	Sell	-54,747	Closed	-$387K	–	752
2023 Q4	$387K	Buy	54,747 +34,747	+174%	+$246K	0.01%	369
2023 Q3	$149K	Hold	20,000	–	–	﹤0.01%	608
2023 Q2	$164K	Hold	20,000	–	–	﹤0.01%	625
2023 Q1	$153K	Hold	20,000	–	–	﹤0.01%	587
2022 Q4	$171K	Hold	20,000	–	–	0.01%	557
2022 Q3	$145K	Hold	20,000	–	–	0.01%	509
2022 Q2	$181K	Hold	20,000	–	–	0.01%	535
2022 Q1	$215K	Buy	+20,000	New	+$218K	0.01%	537

Forum Financial Management's MRCC Position: Q2 2026 in Review

Forum Financial Management sold out of Monroe Capital Corp (MRCC) in Q2 2026, closing a stake of 26,336 shares — an estimated $121K sold.

Forum Financial Management first reported a position in MRCC in Q1 2022 and held it in 12 quarters. The position peaked at $387K in Q4 2023. 0 funds tracked by Wall St. Rank hold MRCC as of Q2 2026.

Forum Financial Management reported no remaining Monroe Capital Corp position as of Q2 2026 after selling out during the quarter.
Forum Financial Management sold 26,336 Monroe Capital Corp shares in Q2 2026, an estimated $121K.
Forum Financial Management first reported a position in Monroe Capital Corp in Q1 2022 and held it in 12 quarters.
Forum Financial Management's Monroe Capital Corp position peaked at $387K in Q4 2023.
0 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.