Wells Fargo
MRCC

Wells Fargo’s Monroe Capital Corp MRCC Stock Holding History

Wells Fargo’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 		$14 Buy
3
+2
+200% +$12 ﹤0.01% 6882
2025
Q4 		$4 Sell
1
-2
-67% -$13 ﹤0.01% 6979
2025
Q3 		$24 Sell
3
-33
-92% -$227 ﹤0.01% 6653
2025
Q2 		$228 Buy
36
+3
+9% +$20 ﹤0.01% 6435
2025
Q1 		$256 Hold
33
– – ﹤0.01% 6314
2024
Q4 		$281 Sell
33
-1,540
-98% -$12.7K ﹤0.01% 6342
2024
Q3 		$12.7K Buy
1,573
+32
+2% +$246 ﹤0.01% 5736
2024
Q2 		$11.7K Hold
1,541
– – ﹤0.01% 5715
2024
Q1 		$11.1K Sell
1,541
-1
-0.1% -$7 ﹤0.01% 5733
2023
Q4 		$10.9K Sell
1,542
-9,999
-87% -$70.9K ﹤0.01% 5816
2023
Q3 		$86K Hold
11,541
– – ﹤0.01% 4864
2023
Q2 		$94.4K Sell
11,541
-3,439
-23% -$26.5K ﹤0.01% 5076
2023
Q1 		$115K Sell
14,980
-2
-0% -$16 ﹤0.01% 4740
2022
Q4 		$128K Buy
14,982
+3,441
+30% +$28.2K ﹤0.01% 4419
2022
Q3 		$83K Sell
11,541
-13,003
-53% -$114K ﹤0.01% 4711
2022
Q2 		$222K Sell
24,544
-14,882
-38% -$149K ﹤0.01% 4222
2022
Q1 		$426K Buy
39,426
+34,999
+791% +$381K ﹤0.01% 4523
2021
Q4 		$50K Sell
4,427
-802
-15% -$8.7K ﹤0.01% 5961
2021
Q3 		$54K Buy
5,229
+2
+0% +$22 ﹤0.01% 5601
2021
Q2 		$56K Sell
5,227
-99
-2% -$1.07K ﹤0.01% 5509
2021
Q1 		$53K Buy
5,326
+99
+2% +$910 ﹤0.01% 5787
2020
Q4 		$42K Sell
5,227
-3,000
-36% -$23.1K ﹤0.01% 5645
2020
Q3 		$56K Sell
8,227
-8,442
-51% -$57.7K ﹤0.01% 5467
2020
Q2 		$116K Buy
16,669
+426
+3% +$3.14K ﹤0.01% 5153
2020
Q1 		$115K Buy
16,243
+2,424
+18% +$24.2K ﹤0.01% 4991
2019
Q4 		$150K Sell
13,819
-3,169
-19% -$34.8K ﹤0.01% 5117
2019
Q3 		$179K Buy
16,988
+430
+3% +$4.64K ﹤0.01% 5018
2019
Q2 		$191K Buy
16,558
+301
+2% +$3.6K ﹤0.01% 5002
2019
Q1 		$198K Buy
16,257
+5,359
+49% +$64.3K ﹤0.01% 4831
2018
Q4 		$105K Sell
10,898
-162
-1% -$1.9K ﹤0.01% 5258
2018
Q3 		$150K Buy
11,060
+308
+3% +$4.2K ﹤0.01% 5164
2018
Q2 		$145K Sell
10,752
-2,752
-20% -$36.7K ﹤0.01% 5194
2018
Q1 		$166K Buy
13,504
+2,228
+20% +$29.8K ﹤0.01% 5072
2017
Q4 		$155K Buy
11,276
+2,330
+26% +$33.4K ﹤0.01% 5095
2017
Q3 		$128K Buy
8,946
+945
+12% +$13.5K ﹤0.01% 5130
2017
Q2 		$122K Sell
8,001
-8,999
-53% -$140K ﹤0.01% 5079
2017
Q1 		$267K Buy
17,000
+4,999
+42% +$77.9K ﹤0.01% 4631
2016
Q4 		$185K Sell
12,001
-1,099
-8% -$16.6K ﹤0.01% 4816
2016
Q3 		$206K Buy
13,100
+11,499
+718% +$179K ﹤0.01% 4471
2016
Q2 		$24K Sell
1,601
-7,454
-82% -$105K ﹤0.01% 5451
2016
Q1 		$125K Sell
9,055
-3,001
-25% -$37.4K ﹤0.01% 4687
2015
Q4 		$158K Buy
12,056
+1,001
+9% +$14.4K ﹤0.01% 4602
2015
Q3 		$153K Buy
11,055
+3,597
+48% +$53K ﹤0.01% 4616
2015
Q2 		$111K Buy
7,458
+2,757
+59% +$40.7K ﹤0.01% 5000
2015
Q1 		$69K Buy
4,701
+1,201
+34% +$17.7K ﹤0.01% 4893
2014
Q4 		$51K Sell
3,500
-2,423
-41% -$33.9K ﹤0.01% 5006
2014
Q3 		$80K Sell
5,923
-2,078
-26% -$28.3K ﹤0.01% 4747
2014
Q2 		$106K Buy
8,001
+7,001
+700% +$93.9K ﹤0.01% 4652
2014
Q1 		$14K Sell
1,000
-1
-0.1% -$13 ﹤0.01% 5313
2013
Q4 		$12K Buy
1,001
+999
+49,950% +$12.7K ﹤0.01% 5151
2013
Q3 		$0 Buy
2
+1
+100% +$14 ﹤0.01% 5772
2013
Q2 		$0 Buy
+1
New +$15 ﹤0.01% 5656

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

Wells Fargo's MRCC Position: Q1 2026 in Review

Wells Fargo increased its Monroe Capital Corp (MRCC) stake by 200% in Q1 2026, buying an estimated $12 and bringing the position to 3 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #6882.

Wells Fargo first reported a position in MRCC in Q2 2013 and has held it in 52 quarters since. The position peaked at $426K in Q1 2022. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Wells Fargo held 3 shares of Monroe Capital Corp worth $14 as of Q1 2026.
  • Wells Fargo bought 2 Monroe Capital Corp shares in Q1 2026, an estimated $12.
  • Monroe Capital Corp made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6882 holding.
  • Wells Fargo first reported a position in Monroe Capital Corp in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Monroe Capital Corp position peaked at $426K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.