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Golden State Wealth Management’s Monarch Casino & Resort MCRI Stock Holding History

Golden State Wealth Management’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.7K Hold
666
– – 0.01% 600
2026
Q1 		$63.7K Hold
666
– – 0.01% 625
2025
Q4 		$63.8K Hold
666
– – 0.01% 629
2025
Q3 		$70.6K Hold
666
– – 0.01% 584
2025
Q2 		$57.6K Hold
666
– – 0.01% 614
2025
Q1 		$51.8K Hold
666
– – 0.01% 586
2024
Q4 		$52.6K Buy
+666
New +$53.7K 0.01% 564

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Golden State Wealth Management's MCRI Position: Q2 2026 in Review

Golden State Wealth Management held its Monarch Casino & Resort (MCRI) position steady in Q2 2026 at 666 shares worth $87.7K. The position accounts for 0.01% of the portfolio, ranked #600.

Golden State Wealth Management first reported a position in MCRI in Q4 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Golden State Wealth Management held 666 shares of Monarch Casino & Resort worth $87.7K as of Q2 2026.
  • Golden State Wealth Management left its Monarch Casino & Resort share count unchanged in Q2 2026.
  • Monarch Casino & Resort made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #600 holding.
  • Golden State Wealth Management first reported a position in Monarch Casino & Resort in Q4 2024 and has held it in 7 quarters since.
  • 259 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.