Forum Financial Management, LP MRCC — Monroe Capital Corp

Ownership history in Forum Financial Management, LP  ·  12 quarters on record

AI Ownership Summary

Forum Financial Management, LP reported Monroe Capital Corp (MRCC) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows MRCC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forum Financial Management, LP's position in Monroe Capital Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MRCC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MRCC stock page Forum Financial Management, LP fund profile Forum Financial Management, LP full holdings
How Forum Financial Management, LP held MRCC — position size vs. price
% of Fund (quarterly)    MRCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 26,336 — 0% 0.00% $121K 2026-04-23 $nan
2025 Q4 ADDED — — — 26,336 +11,500 +77.5% 0.00% $168K 2026-01-27 $5.72
2025 Q3 UNCHANGED — — — 14,836 — 0% 0.00% $104K 2025-10-24 $5.75
2025 Q2 REDUCED 72.9% +12.8% ❌ 14,836 -39,911 -72.9% 0.00% $94K 2025-07-30 $5.10
2023 Q4 ADDED — — — 54,747 +34,747 +173.7% 0.01% $387K 2024-02-07 $4.86
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MRCC

As of 2026 Q1 — sorted by position size

Argos Wealth Advisors, LLC 0.02% CHAPIN DAVIS, INC. 3Y 0.01% Koshinski Asset Management, Inc. 3Y 7Y 0.01% OPPENHEIMER & CO INC 3Y 7Y 0.01% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% BI Asset Management Fondsmaeglerselskab A/S 3Y 0.0% STEPHENS INC /AR/ 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Private Advisor Group, LLC 3Y 7Y 0.0% DAVENPORT & Co LLC 3Y 7Y 0.0%

FAQ About Forum Financial Management, LP and MRCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Forum Financial Management, LP reported owning MRCC?

Forum Financial Management, LP reported MRCC across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRCC position in Forum Financial Management, LP's portfolio?

The largest reported portfolio weight for MRCC was 0.01% in 2023 Q4.

What is the latest reported MRCC position on this page?

The most recent filing on this page is 2026 Q1, when Forum Financial Management, LP reported 26,336 shares, equal to 0.00% of portfolio, with an estimated market value of $121K.

What does the chart on this MRCC ownership page compare?

The chart compares Forum Financial Management, LP's quarterly MRCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Forum Financial Management, LP time their MRCC position?

Based on 13F filing dates vs. subsequent MRCC price moves, Forum Financial Management, LP correctly timed 1 out of 4 reported position changes (25%).

← Back to Forum Financial Management, LP Holdings