Integrated Wealth Concepts’s Monarch Casino & Resort MCRI Stock Holding History

Integrated Wealth Concepts’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	$73.4K	Buy	+558	New	+$65K	﹤0.01%	3056

Other funds holding MCRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Integrated Wealth Concepts's MCRI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Monarch Casino & Resort (MCRI) in Q2 2026: 558 shares worth $73.4K. The stake represents ﹤0.01% of the portfolio and ranks #3056 among its holdings.

258 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

Integrated Wealth Concepts held 558 shares of Monarch Casino & Resort worth $73.4K as of Q2 2026.
Monarch Casino & Resort was a new Integrated Wealth Concepts position in Q2 2026.
Monarch Casino & Resort made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3056 holding.
258 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.