RFP
MCRI icon

Root Financial Partners’s Monarch Casino & Resort MCRI Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-56
Closed -$5.35K – 2034
2026
Q1 		$5.35K Buy
+56
New +$5.33K ﹤0.01% 1926

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Root Financial Partners's MCRI Position: Q2 2026 in Review

Root Financial Partners sold out of Monarch Casino & Resort (MCRI) in Q2 2026, closing a stake of 56 shares — an estimated $5.35K sold.

Root Financial Partners first reported a position in MCRI in Q1 2026 and held it in 1 quarter. The position peaked at $5.35K in Q1 2026. 258 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Root Financial Partners reported no remaining Monarch Casino & Resort position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 56 Monarch Casino & Resort shares in Q2 2026, an estimated $5.35K.
  • Root Financial Partners first reported a position in Monarch Casino & Resort in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Monarch Casino & Resort position peaked at $5.35K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.