Rockefeller Capital Management
MRCC

Rockefeller Capital Management’s Monroe Capital Corp MRCC Stock Holding History

Rockefeller Capital 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
Q1 		$113K Buy
24,475
+2,465
+11% +$14.2K ﹤0.01% 2808
2025
Q4 		$140K Buy
22,010
+1,578
+8% +$10.5K ﹤0.01% 2542
2025
Q3 		$143K Buy
+20,432
New +$140K ﹤0.01% 2394
2023
Q3 		– Sell
-22,036
Closed -$180K – 1703
2023
Q2 		$180K Sell
22,036
-97
-0.4% -$746 ﹤0.01% 1670
2023
Q1 		$169K Buy
22,133
+2,572
+13% +$20.9K ﹤0.01% 1844
2022
Q4 		$167K Sell
19,561
-2,118
-10% -$17.4K ﹤0.01% 1752
2022
Q3 		$156K Sell
21,679
-126
-0.6% -$1.1K ﹤0.01% 1763
2022
Q2 		$196K Sell
21,805
-1,043
-5% -$10.4K ﹤0.01% 1644
2022
Q1 		$246K Sell
22,848
-1,133
-5% -$12.3K ﹤0.01% 1606
2021
Q4 		$269K Sell
23,981
-25
-0.1% -$271 ﹤0.01% 1537
2021
Q3 		$249K Sell
24,006
-971
-4% -$10.5K ﹤0.01% 1513
2021
Q2 		$268K Sell
24,977
-36
-0.1% -$390 ﹤0.01% 1400
2021
Q1 		$251K Buy
25,013
+28
+0.1% +$257 ﹤0.01% 1262
2020
Q4 		$200K Sell
24,985
-5,460
-18% -$42K ﹤0.01% 1190
2020
Q3 		$208K Buy
30,445
+7,478
+33% +$51.1K ﹤0.01% 1030
2020
Q2 		$160K Buy
22,967
+5,839
+34% +$43K ﹤0.01% 1017
2020
Q1 		$122K Buy
17,128
+14,835
+647% +$148K ﹤0.01% 963
2019
Q4 		$25K Buy
+2,293
New +$25.2K ﹤0.01% 1335

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

Rockefeller Capital Management's MRCC Position: Q1 2026 in Review

Rockefeller Capital Management increased its Monroe Capital Corp (MRCC) stake by 11% in Q1 2026, buying an estimated $14.2K and bringing the position to 24,475 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Rockefeller Capital Management first reported a position in MRCC in Q4 2019 and has held it in 18 quarters since. The position peaked at $269K in Q4 2021. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Rockefeller Capital Management held 24,475 shares of Monroe Capital Corp worth $113K as of Q1 2026.
  • Rockefeller Capital Management bought 2,465 Monroe Capital Corp shares in Q1 2026, an estimated $14.2K.
  • Monroe Capital Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2808 holding.
  • Rockefeller Capital Management first reported a position in Monroe Capital Corp in Q4 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Monroe Capital Corp position peaked at $269K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.