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Accel Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Accel Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,000
Closed -$132K – 289
2025
Q3 		$132K Sell
11,000
-2,731
-20% -$34.8K 0.04% 272
2025
Q2 		$173K Buy
13,731
+80
+0.6% +$981 0.06% 260
2025
Q1 		$176K Buy
13,651
+1,074
+9% +$14.6K 0.06% 246
2024
Q4 		$170K Buy
12,577
+69
+0.6% +$937 0.06% 241
2024
Q3 		$167K Buy
12,508
+2,508
+25% +$35.4K 0.06% 247
2024
Q2 		$151K Buy
+10,000
New +$153K 0.06% 232

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Accel Wealth Management's MFIC Position: Q4 2025 in Review

Accel Wealth Management sold out of MidCap Financial Investment (MFIC) in Q4 2025, closing a stake of 11,000 shares — an estimated $132K sold.

Accel Wealth Management first reported a position in MFIC in Q2 2024 and held it in 6 quarters. The position peaked at $176K in Q1 2025. 193 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • Accel Wealth Management reported no remaining MidCap Financial Investment position as of Q4 2025 after selling out during the quarter.
  • Accel Wealth Management sold 11,000 MidCap Financial Investment shares in Q4 2025, an estimated $132K.
  • Accel Wealth Management first reported a position in MidCap Financial Investment in Q2 2024 and held it in 6 quarters.
  • Accel Wealth Management's MidCap Financial Investment position peaked at $176K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on Accel Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.