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 Q2	–	Sell	-11,400	Closed	-$52.4K	–	1083
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

Mission Wealth Management's MRCC Position: Q2 2026 in Review

Mission Wealth Management sold out of Monroe Capital Corp (MRCC) in Q2 2026, closing a stake of 11,400 shares — an estimated $52.4K sold.

Mission Wealth Management first reported a position in MRCC in Q3 2025 and held it in 3 quarters. The position peaked at $87K in Q3 2025. 0 funds tracked by Wall St. Rank hold MRCC as of Q2 2026.

Mission Wealth Management reported no remaining Monroe Capital Corp position as of Q2 2026 after selling out during the quarter.
Mission Wealth Management sold 11,400 Monroe Capital Corp shares in Q2 2026, an estimated $52.4K.
Mission Wealth Management first reported a position in Monroe Capital Corp in Q3 2025 and held it in 3 quarters.
Mission Wealth Management's Monroe Capital Corp position peaked at $87K in Q3 2025.
0 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.