LPL Financial
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LPL Financial’s Monarch Casino & Resort MCRI Stock Holding History

LPL Financial’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 		$1.63M Buy
12,385
+1,300
+12% +$151K ﹤0.01% 3979
2026
Q1 		$1.06M Sell
11,085
-1,518
-12% -$144K ﹤0.01% 4125
2025
Q4 		$1.21M Buy
12,603
+464
+4% +$44.6K ﹤0.01% 3883
2025
Q3 		$1.28M Sell
12,139
-938
-7% -$94.1K ﹤0.01% 3761
2025
Q2 		$1.13M Buy
13,077
+4,877
+59% +$393K ﹤0.01% 3640
2025
Q1 		$638K Buy
8,200
+1,463
+22% +$125K ﹤0.01% 3938
2024
Q4 		$532K Buy
6,737
+2,155
+47% +$174K ﹤0.01% 4043
2024
Q3 		$363K Buy
4,582
+57
+1% +$4.19K ﹤0.01% 4274
2024
Q2 		$308K Buy
4,525
+79
+2% +$5.41K ﹤0.01% 4246
2024
Q1 		$333K Buy
4,446
+232
+6% +$16.1K ﹤0.01% 4119
2023
Q4 		$291K Buy
4,214
+334
+9% +$21.3K ﹤0.01% 4110
2023
Q3 		$241K Buy
3,880
+534
+16% +$36K ﹤0.01% 4102
2023
Q2 		$236K Sell
3,346
-224
-6% -$15.6K ﹤0.01% 4034
2023
Q1 		$265K Sell
3,570
-396
-10% -$30.1K ﹤0.01% 3834
2022
Q4 		$305K Buy
+3,966
New +$300K ﹤0.01% 3640

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial's MCRI Position: Q2 2026 in Review

LPL Financial increased its Monarch Casino & Resort (MCRI) stake by 12% in Q2 2026, buying an estimated $151K and bringing the position to 12,385 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3979.

LPL Financial first reported a position in MCRI in Q4 2022 and has held it in 15 quarters since. 258 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • LPL Financial held 12,385 shares of Monarch Casino & Resort worth $1.63M as of Q2 2026.
  • LPL Financial bought 1,300 Monarch Casino & Resort shares in Q2 2026, an estimated $151K.
  • Monarch Casino & Resort made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3979 holding.
  • LPL Financial first reported a position in Monarch Casino & Resort in Q4 2022 and has held it in 15 quarters since.
  • 258 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.