Steward Partners Investment Advisory’s Monarch Casino & Resort MCRI Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-26	Closed	-$2.49K	–	4513
2025 Q4	$2.49K	Hold	26	–	–	﹤0.01%	3902
2025 Q3	$2.75K	Buy	+26	New	+$2.61K	﹤0.01%	3836
2025 Q2	–	Sell	-100	Closed	-$7.78K	–	4208
2025 Q1	$7.78K	Hold	100	–	–	﹤0.01%	3209
2024 Q4	$7.89K	Sell	100 -265	-73%	-$21.4K	﹤0.01%	3194
2024 Q3	$28.9K	Sell	365 -175	-32%	-$12.9K	﹤0.01%	2487
2024 Q2	$36.8K	Sell	540 -941	-64%	-$64.4K	﹤0.01%	2249
2024 Q1	$111K	Sell	1,481 -75	-5%	-$5.2K	﹤0.01%	1712
2023 Q4	$108K	Buy	+1,556	New	+$99.1K	﹤0.01%	1661
2018 Q3	–	Sell	-80	Closed	-$4K	–	2647
2018 Q2	$4K	Hold	80	–	–	﹤0.01%	2067
2018 Q1	$3K	Hold	80	–	–	﹤0.01%	1924
2017 Q4	$3K	Hold	80	–	–	﹤0.01%	1636
2017 Q3	$3K	Buy	+80	New	+$2.7K	﹤0.01%	1411

Other funds holding MCRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Partners Investment Advisory's MCRI Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Monarch Casino & Resort (MCRI) in Q1 2026, closing a stake of 26 shares — an estimated $2.49K sold.

Steward Partners Investment Advisory first reported a position in MCRI in Q3 2017 and held it in 12 quarters. The position peaked at $111K in Q1 2024. 240 funds tracked by Wall St. Rank hold MCRI as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Monarch Casino & Resort position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 26 Monarch Casino & Resort shares in Q1 2026, an estimated $2.49K.
Steward Partners Investment Advisory first reported a position in Monarch Casino & Resort in Q3 2017 and held it in 12 quarters.
Steward Partners Investment Advisory's Monarch Casino & Resort position peaked at $111K in Q1 2024.
240 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.