Sequoia Financial Advisors’s Monroe Capital Corp MRCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-17,000
Closed -$78.2K 2224
2026
Q1
$78.2K Hold
17,000
﹤0.01% 1872
2025
Q4
$108K Hold
17,000
﹤0.01% 1868
2025
Q3
$119K Sell
17,000
-10,200
-38% -$70.1K ﹤0.01% 1679
2025
Q2
$173K Buy
27,200
+200
+0.7% +$1.34K ﹤0.01% 1496
2025
Q1
$211K Buy
+27,000
New +$225K ﹤0.01% 1244

Sequoia Financial Advisors's MRCC Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Monroe Capital Corp (MRCC) in Q2 2026, closing a stake of 17,000 shares — an estimated $78.2K sold.

Sequoia Financial Advisors first reported a position in MRCC in Q1 2025 and held it in 5 quarters. The position peaked at $211K in Q1 2025. 0 funds tracked by Wall St. Rank hold MRCC as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Monroe Capital Corp position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 17,000 Monroe Capital Corp shares in Q2 2026, an estimated $78.2K.
  • Sequoia Financial Advisors first reported a position in Monroe Capital Corp in Q1 2025 and held it in 5 quarters.
  • Sequoia Financial Advisors's Monroe Capital Corp position peaked at $211K in Q1 2025.
  • 0 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.