VIA
MRCC

Virtus Investment Advisers’s Monroe Capital Corp MRCC Stock Holding History

Virtus Investment Advisers’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 		$288K Sell
62,628
-5,712
-8% -$33K 0.08% 285
2025
Q4 		$435K Sell
68,340
-9,148
-12% -$60.7K 0.12% 238
2025
Q3 		$544K Sell
77,488
-4,804
-6% -$33K 0.16% 196
2025
Q2 		$523K Buy
82,292
+6,693
+9% +$44.8K 0.18% 180
2025
Q1 		$590K Buy
+75,599
New +$630K 0.16% 194

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

Virtus Investment Advisers's MRCC Position: Q1 2026 in Review

Virtus Investment Advisers reduced its Monroe Capital Corp (MRCC) stake by 8.4% in Q1 2026, selling an estimated $33K and leaving 62,628 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #285.

Virtus Investment Advisers first reported a position in MRCC in Q1 2025 and has held it in 5 quarters since. The position peaked at $590K in Q1 2025. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Virtus Investment Advisers held 62,628 shares of Monroe Capital Corp worth $288K as of Q1 2026.
  • Virtus Investment Advisers sold 5,712 Monroe Capital Corp shares in Q1 2026, an estimated $33K.
  • Monroe Capital Corp made up 0.08% of Virtus Investment Advisers's portfolio in Q1 2026, its #285 holding.
  • Virtus Investment Advisers first reported a position in Monroe Capital Corp in Q1 2025 and has held it in 5 quarters since.
  • Virtus Investment Advisers's Monroe Capital Corp position peaked at $590K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.