GSIAS
MRCC

Garden State Investment Advisory Services’s Monroe Capital Corp MRCC Stock Holding History

Garden State Investment Advisory Services’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 		$97.5K Sell
21,199
-11,840
-36% -$68.4K 0.02% 314
2025
Q4 		$210K Sell
33,039
-26,805
-45% -$178K 0.05% 290
2025
Q3 		$420K Sell
59,844
-4,704
-7% -$32.3K 0.09% 181
2025
Q2 		$411K Sell
64,548
-15,477
-19% -$104K 0.1% 176
2025
Q1 		$624K Buy
80,025
+43,749
+121% +$365K 0.2% 103
2024
Q4 		$308K Buy
36,276
+10,270
+39% +$84.5K 0.09% 184
2024
Q3 		$210K Buy
+26,006
New +$200K 0.07% 209

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 2.14% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
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 $9.37B AUM 36.4% 1-Year Est. Return

Garden State Investment Advisory Services's MRCC Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Monroe Capital Corp (MRCC) stake by 36% in Q1 2026, selling an estimated $68.4K and leaving 21,199 shares worth $97.5K. The position accounts for 0.02% of the portfolio, ranked #314.

Garden State Investment Advisory Services first reported a position in MRCC in Q3 2024 and has held it in 7 quarters since. The position peaked at $624K in Q1 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Garden State Investment Advisory Services held 21,199 shares of Monroe Capital Corp worth $97.5K as of Q1 2026.
  • Garden State Investment Advisory Services sold 11,840 Monroe Capital Corp shares in Q1 2026, an estimated $68.4K.
  • Monroe Capital Corp made up 0.02% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #314 holding.
  • Garden State Investment Advisory Services first reported a position in Monroe Capital Corp in Q3 2024 and has held it in 7 quarters since.
  • Garden State Investment Advisory Services's Monroe Capital Corp position peaked at $624K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.