SIS
MRCC

Sound Income Strategies’s Monroe Capital Corp MRCC Stock Holding History

Sound Income Strategies’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
Q4 		– Sell
-227
Closed -$1.59K – 2549
2025
Q3 		$1.59K Buy
+227
New +$1.56K ﹤0.01% 1375
2019
Q4 		– Sell
-726
Closed -$8K – 748
2019
Q3 		$8K Hold
726
– – ﹤0.01% 352
2019
Q2 		$8K Hold
726
– – ﹤0.01% 363
2019
Q1 		$9K Hold
726
– – ﹤0.01% 356
2018
Q4 		$7K Sell
726
-595
-45% -$6.96K ﹤0.01% 393
2018
Q3 		$18K Buy
1,321
+167
+14% +$2.28K 0.01% 255
2018
Q2 		$16K Buy
1,154
+595
+106% +$7.93K 0.01% 243
2018
Q1 		$7K Buy
559
+367
+191% +$4.91K ﹤0.01% 339
2017
Q4 		$3K Buy
+192
New +$2.75K ﹤0.01% 383

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return

Sound Income Strategies's MRCC Position: Q4 2025 in Review

Sound Income Strategies sold out of Monroe Capital Corp (MRCC) in Q4 2025, closing a stake of 227 shares — an estimated $1.59K sold.

Sound Income Strategies first reported a position in MRCC in Q4 2017 and held it in 9 quarters. The position peaked at $18K in Q3 2018. 79 funds tracked by Wall St. Rank hold MRCC as of Q4 2025.

  • Sound Income Strategies reported no remaining Monroe Capital Corp position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 227 Monroe Capital Corp shares in Q4 2025, an estimated $1.59K.
  • Sound Income Strategies first reported a position in Monroe Capital Corp in Q4 2017 and held it in 9 quarters.
  • Sound Income Strategies's Monroe Capital Corp position peaked at $18K in Q3 2018.
  • 79 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.