Wealthspire Advisors (New York)’s Monroe Capital Corp MRCC Stock Holding History

Wealthspire Advisors (New York)’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	$53.3K	Buy	+11,586	New	+$66.9K	﹤0.01%	907
2025 Q4	–	Sell	-7,766	Closed	-$54.5K	–	2173
2025 Q3	$54.5K	Buy	+7,766	New	+$53.3K	﹤0.01%	1216
2022 Q3	–	Sell	-13,947	Closed	-$126K	–	536
2022 Q2	$126K	Buy	+13,947	New	+$140K	﹤0.01%	482
2021 Q4	–	Sell	-12,905	Closed	-$134K	–	593
2021 Q3	$134K	Buy	+12,905	New	+$139K	﹤0.01%	560
2021 Q1	–	Sell	-14,117	Closed	-$113K	–	711
2020 Q4	$113K	Buy	+14,117	New	+$109K	﹤0.01%	567

Other funds holding MRCC

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

QCG

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Wealthspire Advisors (New York)'s MRCC Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Monroe Capital Corp (MRCC) in Q1 2026: 11,586 shares worth $53.3K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in MRCC as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in MRCC in Q4 2020 and has held it in 5 quarters since. The position peaked at $134K in Q3 2021. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

Wealthspire Advisors (New York) held 11,586 shares of Monroe Capital Corp worth $53.3K as of Q1 2026.
Monroe Capital Corp was a new Wealthspire Advisors (New York) position in Q1 2026.
Monroe Capital Corp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #907 holding.
Wealthspire Advisors (New York) first reported a position in Monroe Capital Corp in Q4 2020 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s Monroe Capital Corp position peaked at $134K in Q3 2021.
74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.