Waverly Advisors’s Monroe Capital Corp MRCC Stock Holding History

Waverly 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 Q2	–	Sell	-83,465	Closed	-$384K	–	1804
2026 Q1	$384K	Buy	83,465 +55,400	+197%	+$320K	﹤0.01%	1204
2025 Q4	$179K	Buy	+28,065	New	+$186K	﹤0.01%	1392

Waverly Advisors's MRCC Position: Q2 2026 in Review

Waverly Advisors sold out of Monroe Capital Corp (MRCC) in Q2 2026, closing a stake of 83,465 shares — an estimated $384K sold.

Waverly Advisors first reported a position in MRCC in Q4 2025 and held it in 2 quarters. The position peaked at $384K in Q1 2026. 0 funds tracked by Wall St. Rank hold MRCC as of Q2 2026.

Waverly Advisors reported no remaining Monroe Capital Corp position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 83,465 Monroe Capital Corp shares in Q2 2026, an estimated $384K.
Waverly Advisors first reported a position in Monroe Capital Corp in Q4 2025 and held it in 2 quarters.
Waverly Advisors's Monroe Capital Corp position peaked at $384K in Q1 2026.
0 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.