Raymond James Financial
MRCC

Raymond James Financial’s Monroe Capital Corp MRCC Stock Holding History

Raymond James Financial’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 		$199K Sell
43,199
-7,794
-15% -$45K ﹤0.01% 4892
2025
Q4 		$325K Buy
50,993
+10,987
+27% +$72.9K ﹤0.01% 4522
2025
Q3 		$281K Sell
40,006
-34,522
-46% -$237K ﹤0.01% 4447
2025
Q2 		$474K Buy
74,528
+12,493
+20% +$83.7K ﹤0.01% 4042
2025
Q1 		$484K Sell
62,035
-21,761
-26% -$181K ﹤0.01% 3956
2024
Q4 		$712K Buy
+83,796
New +$690K ﹤0.01% 3676

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 2.14% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
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 $9.37B AUM 36.4% 1-Year Est. Return

Raymond James Financial's MRCC Position: Q1 2026 in Review

Raymond James Financial reduced its Monroe Capital Corp (MRCC) stake by 15% in Q1 2026, selling an estimated $45K and leaving 43,199 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #4892.

Raymond James Financial first reported a position in MRCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $712K in Q4 2024. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Raymond James Financial held 43,199 shares of Monroe Capital Corp worth $199K as of Q1 2026.
  • Raymond James Financial sold 7,794 Monroe Capital Corp shares in Q1 2026, an estimated $45K.
  • Monroe Capital Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4892 holding.
  • Raymond James Financial first reported a position in Monroe Capital Corp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Monroe Capital Corp position peaked at $712K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.