WA
MRCC

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
Q1 		$384K Buy
83,465
+55,400
+197% +$320K ﹤0.01% 1204
2025
Q4 		$179K Buy
+28,065
New +$186K ﹤0.01% 1392

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

Waverly Advisors's MRCC Position: Q1 2026 in Review

Waverly Advisors increased its Monroe Capital Corp (MRCC) stake by 197% in Q1 2026, buying an estimated $320K and bringing the position to 83,465 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Waverly Advisors first reported a position in MRCC in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Waverly Advisors held 83,465 shares of Monroe Capital Corp worth $384K as of Q1 2026.
  • Waverly Advisors bought 55,400 Monroe Capital Corp shares in Q1 2026, an estimated $320K.
  • Monroe Capital Corp made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1204 holding.
  • Waverly Advisors first reported a position in Monroe Capital Corp in Q4 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.