RWM
MRCC

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

Ritholtz 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
2025
Q3 		– Sell
-18,135
Closed -$115K – 1092
2025
Q2 		$115K Sell
18,135
-21,887
-55% -$147K ﹤0.01% 954
2025
Q1 		$312K Buy
40,022
+3,140
+9% +$26.2K 0.01% 732
2024
Q4 		$313K Buy
36,882
+2,803
+8% +$23.1K 0.01% 694
2024
Q3 		$275K Sell
34,079
-6,315
-16% -$48.6K 0.01% 720
2024
Q2 		$307K Buy
40,394
+25,016
+163% +$185K 0.01% 646
2024
Q1 		$111K Buy
+15,378
New +$111K ﹤0.01% 767

Other funds holding MRCC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ritholtz Wealth Management's MRCC Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Monroe Capital Corp (MRCC) in Q3 2025, closing a stake of 18,135 shares — an estimated $115K sold.

Ritholtz Wealth Management first reported a position in MRCC in Q1 2024 and held it in 6 quarters. The position peaked at $313K in Q4 2024. 84 funds tracked by Wall St. Rank hold MRCC as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Monroe Capital Corp position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 18,135 Monroe Capital Corp shares in Q3 2025, an estimated $115K.
  • Ritholtz Wealth Management first reported a position in Monroe Capital Corp in Q1 2024 and held it in 6 quarters.
  • Ritholtz Wealth Management's Monroe Capital Corp position peaked at $313K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.