Optima Capital’s Monarch Casino & Resort MCRI Stock Holding History

Optima Capital’s Portfolio MCRI Stock Details MCRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12	Closed	-$1.15K	–	828
2025 Q4	$1.15K	Buy	+12	New	+$1.15K	﹤0.01%	908

Other funds holding MCRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Optima Capital's MCRI Position: Q1 2026 in Review

Optima Capital sold out of Monarch Casino & Resort (MCRI) in Q1 2026, closing a stake of 12 shares — an estimated $1.15K sold.

Optima Capital first reported a position in MCRI in Q4 2025 and held it in 1 quarter. The position peaked at $1.15K in Q4 2025. 240 funds tracked by Wall St. Rank hold MCRI as of Q1 2026.

Optima Capital reported no remaining Monarch Casino & Resort position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 12 Monarch Casino & Resort shares in Q1 2026, an estimated $1.15K.
Optima Capital first reported a position in Monarch Casino & Resort in Q4 2025 and held it in 1 quarter.
Optima Capital's Monarch Casino & Resort position peaked at $1.15K in Q4 2025.
240 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.