LPL Financial
MRCC

LPL Financial’s Monroe Capital Corp MRCC Stock Holding History

LPL Financial’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 		$291K Buy
63,283
+1,710
+3% +$9.88K ﹤0.01% 5206
2025
Q4 		$392K Buy
61,573
+2,517
+4% +$16.7K ﹤0.01% 4937
2025
Q3 		$415K Buy
59,056
+501
+0.9% +$3.44K ﹤0.01% 4783
2025
Q2 		$372K Buy
58,555
+39,653
+210% +$266K ﹤0.01% 4612
2025
Q1 		$147K Buy
18,902
+19
+0.1% +$158 ﹤0.01% 4944
2024
Q4 		$161K Sell
18,883
-1,383
-7% -$11.4K ﹤0.01% 4881
2024
Q3 		$164K Sell
20,266
-6,162
-23% -$47.4K ﹤0.01% 4782
2024
Q2 		$201K Sell
26,428
-4,458
-14% -$32.9K ﹤0.01% 4570
2024
Q1 		$222K Sell
30,886
-14,825
-32% -$107K ﹤0.01% 4431
2023
Q4 		$323K Sell
45,711
-4,759
-9% -$33.7K ﹤0.01% 4029
2023
Q3 		$376K Sell
50,470
-2,292
-4% -$18.1K ﹤0.01% 3720
2023
Q2 		$432K Sell
52,762
-9,003
-15% -$69.3K ﹤0.01% 3559
2023
Q1 		$473K Buy
61,765
+5,634
+10% +$45.7K ﹤0.01% 3383
2022
Q4 		$479K Buy
56,131
+18,070
+47% +$148K ﹤0.01% 3281
2022
Q3 		$276K Buy
38,061
+4,319
+13% +$37.8K ﹤0.01% 3667
2022
Q2 		$305K Sell
33,742
-2,601
-7% -$26K ﹤0.01% 3616
2022
Q1 		$392K Sell
36,343
-3,126
-8% -$34K ﹤0.01% 3374
2021
Q4 		$443K Buy
39,469
+7,612
+24% +$82.6K ﹤0.01% 3383
2021
Q3 		$331K Buy
31,857
+7,677
+32% +$82.9K ﹤0.01% 3576
2021
Q2 		$259K Buy
24,180
+6,676
+38% +$72.2K ﹤0.01% 3702
2021
Q1 		$176K Buy
17,504
+2,365
+16% +$21.7K ﹤0.01% 3804
2020
Q4 		$122K Sell
15,139
-575
-4% -$4.43K ﹤0.01% 3654
2020
Q3 		$107K Sell
15,714
-535
-3% -$3.66K ﹤0.01% 3354
2020
Q2 		$113K Buy
+16,249
New +$120K ﹤0.01% 3277

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

LPL Financial's MRCC Position: Q1 2026 in Review

LPL Financial increased its Monroe Capital Corp (MRCC) stake by 2.8% in Q1 2026, buying an estimated $9.88K and bringing the position to 63,283 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #5206.

LPL Financial first reported a position in MRCC in Q2 2020 and has held it in 24 quarters since. The position peaked at $479K in Q4 2022. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • LPL Financial held 63,283 shares of Monroe Capital Corp worth $291K as of Q1 2026.
  • LPL Financial bought 1,710 Monroe Capital Corp shares in Q1 2026, an estimated $9.88K.
  • Monroe Capital Corp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5206 holding.
  • LPL Financial first reported a position in Monroe Capital Corp in Q2 2020 and has held it in 24 quarters since.
  • LPL Financial's Monroe Capital Corp position peaked at $479K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.