Jones Financial Companies
MRCC

Jones Financial Companies’s Monroe Capital Corp MRCC Stock Holding History

Jones Financial Companies’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 		– Sell
-150
Closed -$956 – 4859
2025
Q4 		$956 Buy
+150
New +$995 ﹤0.01% 4027

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

Jones Financial Companies's MRCC Position: Q1 2026 in Review

Jones Financial Companies sold out of Monroe Capital Corp (MRCC) in Q1 2026, closing a stake of 150 shares — an estimated $956 sold.

Jones Financial Companies first reported a position in MRCC in Q4 2025 and held it in 1 quarter. The position peaked at $956 in Q4 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Jones Financial Companies reported no remaining Monroe Capital Corp position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 150 Monroe Capital Corp shares in Q1 2026, an estimated $956.
  • Jones Financial Companies first reported a position in Monroe Capital Corp in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's Monroe Capital Corp position peaked at $956 in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.