NFSG
MRCC

Newbridge Financial Services Group’s Monroe Capital Corp MRCC Stock Holding History

Newbridge Financial Services Group’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 		$2.3K Hold
500
– – ﹤0.01% 1005
2025
Q4 		$3.19K Hold
500
– – ﹤0.01% 970
2025
Q3 		$3.51K Sell
500
-1,650
-77% -$11.3K ﹤0.01% 1073
2025
Q2 		$13.7K Buy
+2,150
New +$14.4K ﹤0.01% 815
2021
Q3 		– Sell
-2,500
Closed -$27K – 1530
2021
Q2 		$27K Hold
2,500
– – 0.02% 684
2021
Q1 		$25K Hold
2,500
– – 0.02% 630
2020
Q4 		$20K Hold
2,500
– – 0.02% 542
2020
Q3 		$17K Buy
+2,500
New +$17.1K 0.02% 548

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

Newbridge Financial Services Group's MRCC Position: Q1 2026 in Review

Newbridge Financial Services Group held its Monroe Capital Corp (MRCC) position steady in Q1 2026 at 500 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Newbridge Financial Services Group first reported a position in MRCC in Q3 2020 and has held it in 8 quarters since. The position peaked at $27K in Q2 2021. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Newbridge Financial Services Group held 500 shares of Monroe Capital Corp worth $2.3K as of Q1 2026.
  • Newbridge Financial Services Group left its Monroe Capital Corp share count unchanged in Q1 2026.
  • Monroe Capital Corp made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #1005 holding.
  • Newbridge Financial Services Group first reported a position in Monroe Capital Corp in Q3 2020 and has held it in 8 quarters since.
  • Newbridge Financial Services Group's Monroe Capital Corp position peaked at $27K in Q2 2021.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.