SWA
MRCC

Stratos Wealth Advisors’s Monroe Capital Corp MRCC Stock Holding History

Stratos Wealth Advisors’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 		– Sell
-15,322
Closed -$97.6K – 657
2025
Q4 		$97.6K Sell
15,322
-2,968
-16% -$19.7K ﹤0.01% 644
2025
Q3 		$128K Sell
18,290
-686
-4% -$4.71K 0.01% 657
2025
Q2 		$121K Buy
18,976
+724
+4% +$4.85K 0.01% 650
2025
Q1 		$142K Buy
18,252
+573
+3% +$4.78K 0.01% 639
2024
Q4 		$150K Buy
17,679
+516
+3% +$4.25K 0.01% 689
2024
Q3 		$139K Buy
17,163
+513
+3% +$3.95K 0.01% 712
2024
Q2 		$127K Buy
16,650
+533
+3% +$3.93K 0.01% 681
2024
Q1 		$116K Buy
16,117
+535
+3% +$3.88K 0.01% 646
2023
Q4 		$110K Buy
15,582
+538
+4% +$3.81K 0.01% 663
2023
Q3 		$112K Buy
+15,044
New +$119K 0.01% 645

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

Stratos Wealth Advisors's MRCC Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Monroe Capital Corp (MRCC) in Q1 2026, closing a stake of 15,322 shares — an estimated $97.6K sold.

Stratos Wealth Advisors first reported a position in MRCC in Q3 2023 and held it in 10 quarters. The position peaked at $150K in Q4 2024. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Monroe Capital Corp position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 15,322 Monroe Capital Corp shares in Q1 2026, an estimated $97.6K.
  • Stratos Wealth Advisors first reported a position in Monroe Capital Corp in Q3 2023 and held it in 10 quarters.
  • Stratos Wealth Advisors's Monroe Capital Corp position peaked at $150K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.