Truist Financial
MRCC

Truist Financial’s Monroe Capital Corp MRCC Stock Holding History

Truist Financial’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
-16,990
Closed -$119K – 2824
2025
Q3 		$119K Buy
16,990
+560
+3% +$3.85K ﹤0.01% 2617
2025
Q2 		$104K Buy
16,430
+600
+4% +$4.02K ﹤0.01% 2491
2025
Q1 		$123K Buy
15,830
+75
+0.5% +$625 ﹤0.01% 2429
2024
Q4 		$134K Sell
15,755
-4,186
-21% -$34.4K ﹤0.01% 2435
2024
Q3 		$161K Buy
+19,941
New +$153K ﹤0.01% 2384
2024
Q1 		– Sell
-12,873
Closed -$90.9K – 2686
2023
Q4 		$90.9K Hold
12,873
– – ﹤0.01% 2572
2023
Q3 		$95.9K Buy
+12,873
New +$102K ﹤0.01% 2521
2023
Q2 		– Sell
-10,313
Closed -$78.9K – 2633
2023
Q1 		$78.9K Hold
10,313
– – ﹤0.01% 2521
2022
Q4 		$88.1K Hold
10,313
– – ﹤0.01% 2493
2022
Q3 		$75K Sell
10,313
-4,200
-29% -$36.8K ﹤0.01% 2445
2022
Q2 		$131K Hold
14,513
– – ﹤0.01% 2516
2022
Q1 		$157K Hold
14,513
– – ﹤0.01% 2573
2021
Q4 		$163K Buy
14,513
+700
+5% +$7.59K ﹤0.01% 2630
2021
Q3 		$144K Sell
13,813
-5,500
-28% -$59.4K ﹤0.01% 2619
2021
Q2 		$207K Hold
19,313
– – ﹤0.01% 2577
2021
Q1 		$194K Hold
19,313
– – ﹤0.01% 2507
2020
Q4 		$155K Sell
19,313
-3,000
-13% -$23.1K ﹤0.01% 2428
2020
Q3 		$153K Hold
22,313
– – ﹤0.01% 2307
2020
Q2 		$155K Buy
22,313
+600
+3% +$4.42K ﹤0.01% 2238
2020
Q1 		$154K Buy
21,713
+500
+2% +$4.99K ﹤0.01% 2186
2019
Q4 		$230K Buy
+21,213
New +$233K ﹤0.01% 2289

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 $34.9B AUM 18.88% 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 $5.72T AUM 30.48% 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

Truist Financial's MRCC Position: Q4 2025 in Review

Truist Financial sold out of Monroe Capital Corp (MRCC) in Q4 2025, closing a stake of 16,990 shares — an estimated $119K sold.

Truist Financial first reported a position in MRCC in Q4 2019 and held it in 21 quarters. The position peaked at $230K in Q4 2019. 79 funds tracked by Wall St. Rank hold MRCC as of Q4 2025.

  • Truist Financial reported no remaining Monroe Capital Corp position as of Q4 2025 after selling out during the quarter.
  • Truist Financial sold 16,990 Monroe Capital Corp shares in Q4 2025, an estimated $119K.
  • Truist Financial first reported a position in Monroe Capital Corp in Q4 2019 and held it in 21 quarters.
  • Truist Financial's Monroe Capital Corp position peaked at $230K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.