LPL Financial’s Monroe Capital Corp MRCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-63,283
| Closed | -$291K | – | 6302 |
|
|
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 |
|
LPL Financial's MRCC Position: Q2 2026 in Review
LPL Financial sold out of Monroe Capital Corp (MRCC) in Q2 2026, closing a stake of 63,283 shares — an estimated $291K sold.
LPL Financial first reported a position in MRCC in Q2 2020 and held it in 24 quarters. The position peaked at $479K in Q4 2022. 0 funds tracked by Wall St. Rank hold MRCC as of Q2 2026.
- LPL Financial reported no remaining Monroe Capital Corp position as of Q2 2026 after selling out during the quarter.
- LPL Financial sold 63,283 Monroe Capital Corp shares in Q2 2026, an estimated $291K.
- LPL Financial first reported a position in Monroe Capital Corp in Q2 2020 and held it in 24 quarters.
- LPL Financial's Monroe Capital Corp position peaked at $479K in Q4 2022.
- 0 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.