MWM
MRCC

Mission Wealth Management’s Monroe Capital Corp MRCC Stock Holding History

Mission Wealth Management’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 		$52.4K Hold
11,400
– – ﹤0.01% 721
2025
Q4 		$72.6K Sell
11,400
-1,000
-8% -$6.64K ﹤0.01% 727
2025
Q3 		$87K Buy
+12,400
New +$85.2K ﹤0.01% 691

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

Mission Wealth Management's MRCC Position: Q1 2026 in Review

Mission Wealth Management held its Monroe Capital Corp (MRCC) position steady in Q1 2026 at 11,400 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Mission Wealth Management first reported a position in MRCC in Q3 2025 and has held it in 3 quarters since. The position peaked at $87K in Q3 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Mission Wealth Management held 11,400 shares of Monroe Capital Corp worth $52.4K as of Q1 2026.
  • Mission Wealth Management left its Monroe Capital Corp share count unchanged in Q1 2026.
  • Monroe Capital Corp made up ﹤0.01% of Mission Wealth Management's portfolio in Q1 2026, its #721 holding.
  • Mission Wealth Management first reported a position in Monroe Capital Corp in Q3 2025 and has held it in 3 quarters since.
  • Mission Wealth Management's Monroe Capital Corp position peaked at $87K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.