Lido Advisors
MRCC

Lido Advisors’s Monroe Capital Corp MRCC Stock Holding History

Lido Advisors’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
-22,568
Closed -$158K – 2065
2025
Q4 		$158K Hold
22,568
– – ﹤0.01% 1800
2025
Q3 		$158K Hold
22,568
– – ﹤0.01% 1714
2025
Q2 		$144K Hold
22,568
– – ﹤0.01% 1559
2025
Q1 		$176K Sell
22,568
-1,244
-5% -$10.4K ﹤0.01% 1407
2024
Q4 		$202K Hold
23,812
– – ﹤0.01% 1377
2024
Q3 		$192K Hold
23,812
– – ﹤0.01% 1348
2024
Q2 		$181K Hold
23,812
– – ﹤0.01% 1297
2024
Q1 		$171K Sell
23,812
-21,570
-48% -$156K ﹤0.01% 1281
2023
Q4 		$321K Buy
+45,382
New +$322K ﹤0.01% 1007
2020
Q1 		– Sell
-12,515
Closed -$136K – 641
2019
Q4 		$136K Buy
+12,515
New +$137K 0.01% 634

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 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
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 $8.21B AUM 28.81% 1-Year Est. Return

Lido Advisors's MRCC Position: Q1 2026 in Review

Lido Advisors sold out of Monroe Capital Corp (MRCC) in Q1 2026, closing a stake of 22,568 shares — an estimated $158K sold.

Lido Advisors first reported a position in MRCC in Q4 2019 and held it in 10 quarters. The position peaked at $321K in Q4 2023. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Lido Advisors reported no remaining Monroe Capital Corp position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 22,568 Monroe Capital Corp shares in Q1 2026, an estimated $158K.
  • Lido Advisors first reported a position in Monroe Capital Corp in Q4 2019 and held it in 10 quarters.
  • Lido Advisors's Monroe Capital Corp position peaked at $321K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.