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Monroe Cap shares owned by Magnolia Capital Advisors

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by Magnolia Capital Advisors from 13F filings

Historical chart of Magnolia Capital Advisors investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap held by Magnolia Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Monroe Cap by Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $813k 101k 8.08
2024-06-30 $452k 59k 7.61

More positions owned by Magnolia Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Sp Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Internl Divid (SCHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Home Depot (HD)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)

View all positions for Magnolia Capital Advisors

Top funds holding Monroe Cap

William Blair $ Company
HighTower Advisors
International Assets Investment Management
Kovitz Investment Group Partners
Two Sigma Advisers
Schechter Investment Advisors
Two Sigma Investments
Commonwealth Equity Services
Connor, Clark & Lunn Investment Management
Magnolia Capital Advisors
Fiera Capital Corporation
Raymond James & Associates
BlackRock
BlackRock
Hartland & Co

View all funds holding Monroe Cap