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Heritage Family Offices’s Monarch Casino & Resort MCRI Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-2,489
Closed -$238K – 225
2025
Q4 		$238K Sell
2,489
-291
-10% -$28K 0.11% 168
2025
Q3 		$294K Sell
2,780
-491
-15% -$49.3K 0.14% 136
2025
Q2 		$256K Hold
3,271
– – 0.13% 144
2025
Q1 		$254K Buy
3,271
+278
+9% +$23.7K 0.13% 143
2024
Q4 		$236K Buy
2,993
+196
+7% +$15.8K 0.12% 163
2024
Q3 		$222K Buy
+2,797
New +$205K 0.11% 167

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Heritage Family Offices's MCRI Position: Q1 2026 in Review

Heritage Family Offices sold out of Monarch Casino & Resort (MCRI) in Q1 2026, closing a stake of 2,489 shares — an estimated $238K sold.

Heritage Family Offices first reported a position in MCRI in Q3 2024 and held it in 6 quarters. The position peaked at $294K in Q3 2025. 241 funds tracked by Wall St. Rank hold MCRI as of Q1 2026.

  • Heritage Family Offices reported no remaining Monarch Casino & Resort position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 2,489 Monarch Casino & Resort shares in Q1 2026, an estimated $238K.
  • Heritage Family Offices first reported a position in Monarch Casino & Resort in Q3 2024 and held it in 6 quarters.
  • Heritage Family Offices's Monarch Casino & Resort position peaked at $294K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.