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 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

Other funds holding MRCC

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

QCG

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Forum Financial Management's MRCC Position: Q1 2026 in Review

Forum Financial Management held its Monroe Capital Corp (MRCC) position steady in Q1 2026 at 26,336 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Forum Financial Management first reported a position in MRCC in Q1 2022 and has held it in 12 quarters since. The position peaked at $387K in Q4 2023. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

Forum Financial Management held 26,336 shares of Monroe Capital Corp worth $121K as of Q1 2026.
Forum Financial Management left its Monroe Capital Corp share count unchanged in Q1 2026.
Monroe Capital Corp made up ﹤0.01% of Forum Financial Management's portfolio in Q1 2026, its #316 holding.
Forum Financial Management first reported a position in Monroe Capital Corp in Q1 2022 and has held it in 12 quarters since.
Forum Financial Management's Monroe Capital Corp position peaked at $387K in Q4 2023.
74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.