Independent Financial Group’s Monroe Capital Corp MRCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-15,869
| Closed | -$73K | – | 1599 |
|
|
2026
Q1 | $73K | Sell |
15,869
-8,550
| -35% | -$49.4K | ﹤0.01% | 1428 |
|
|
2025
Q4 | $156K | Hold |
24,419
| – | – | ﹤0.01% | 1362 |
|
|
2025
Q3 | $171K | Hold |
24,419
| – | – | ﹤0.01% | 1306 |
|
|
2025
Q2 | $155K | Hold |
24,419
| – | – | ﹤0.01% | 1249 |
|
|
2025
Q1 | $190K | Hold |
24,419
| – | – | 0.01% | 1124 |
|
|
2024
Q4 | $208K | Hold |
24,419
| – | – | 0.01% | 1086 |
|
|
2024
Q3 | $197K | Hold |
24,419
| – | – | 0.01% | 1079 |
|
|
2024
Q2 | $186K | Hold |
24,419
| – | – | 0.01% | 1031 |
|
|
2024
Q1 | $176K | Buy |
24,419
+420
| +2% | +$3.04K | 0.01% | 969 |
|
|
2023
Q4 | $170K | Buy |
23,999
+2,490
| +12% | +$17.7K | 0.01% | 906 |
|
|
2023
Q3 | $160K | Hold |
21,509
| – | – | 0.01% | 847 |
|
|
2023
Q2 | $176K | Hold |
21,509
| – | – | 0.01% | 825 |
|
|
2023
Q1 | $165K | Buy |
21,509
+2,859
| +15% | +$23.2K | 0.01% | 787 |
|
|
2022
Q4 | $159K | Hold |
18,650
| – | – | 0.01% | 738 |
|
|
2022
Q3 | $135K | Hold |
18,650
| – | – | 0.01% | 699 |
|
|
2022
Q2 | $168K | Sell |
18,650
-394
| -2% | -$3.94K | 0.02% | 651 |
|
|
2022
Q1 | $205K | Hold |
19,044
| – | – | 0.02% | 724 |
|
|
2021
Q4 | $214K | Buy |
19,044
+6,658
| +54% | +$72.2K | 0.02% | 707 |
|
|
2021
Q3 | $129K | Hold |
12,386
| – | – | 0.01% | 690 |
|
|
2021
Q2 | $133K | Hold |
12,386
| – | – | 0.01% | 689 |
|
|
2021
Q1 | $124K | Sell |
12,386
-50
| -0.4% | -$460 | 0.02% | 621 |
|
|
2020
Q4 | $99.9K | Sell |
12,436
-7,388
| -37% | -$56.9K | 0.01% | 550 |
|
|
2020
Q3 | $136K | Hold |
19,824
| – | – | 0.03% | 480 |
|
|
2020
Q2 | $138K | Buy |
19,824
+563
| +3% | +$4.14K | 0.03% | 447 |
|
|
2020
Q1 | $137K | Buy |
+19,261
| New | +$192K | 0.04% | 364 |
|
Independent Financial Group's MRCC Position: Q2 2026 in Review
Independent Financial Group sold out of Monroe Capital Corp (MRCC) in Q2 2026, closing a stake of 15,869 shares — an estimated $73K sold.
Independent Financial Group first reported a position in MRCC in Q1 2020 and held it in 25 quarters. The position peaked at $214K in Q4 2021. 0 funds tracked by Wall St. Rank hold MRCC as of Q2 2026.
- Independent Financial Group reported no remaining Monroe Capital Corp position as of Q2 2026 after selling out during the quarter.
- Independent Financial Group sold 15,869 Monroe Capital Corp shares in Q2 2026, an estimated $73K.
- Independent Financial Group first reported a position in Monroe Capital Corp in Q1 2020 and held it in 25 quarters.
- Independent Financial Group's Monroe Capital Corp position peaked at $214K in Q4 2021.
- 0 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2026.
Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.