Access Investment Management’s MidCap Financial Investment MFIC Stock Holding History

Access Investment 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
2026 Q2	$40.3K	Hold	4,000	–	–	0.01%	102
2026 Q1	$45K	Hold	4,000	–	–	0.01%	108
2025 Q4	$48K	Hold	4,000	–	–	0.01%	98
2025 Q3	$48K	Hold	4,000	–	–	0.01%	98
2025 Q2	$50.5K	Buy	+4,000	New	+$49.1K	0.01%	92
2024 Q4	$54K	Hold	4,000	–	–	0.02%	88
2024 Q3	$53.6K	Sell	4,000 -22,000	-85%	-$311K	0.02%	89
2024 Q2	$394K	Hold	26,000	–	–	0.13%	69
2024 Q1	$391K	Hold	26,000	–	–	0.13%	70
2023 Q4	$356K	Buy	+26,000	New	+$346K	0.13%	66

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Access Investment Management's MFIC Position: Q2 2026 in Review

Access Investment Management held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 4,000 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #102.

Access Investment Management first reported a position in MFIC in Q4 2023 and has held it in 10 quarters since. The position peaked at $394K in Q2 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Access Investment Management held 4,000 shares of MidCap Financial Investment worth $40.3K as of Q2 2026.
Access Investment Management left its MidCap Financial Investment share count unchanged in Q2 2026.
MidCap Financial Investment made up 0.01% of Access Investment Management's portfolio in Q2 2026, its #102 holding.
Access Investment Management first reported a position in MidCap Financial Investment in Q4 2023 and has held it in 10 quarters since.
Access Investment Management's MidCap Financial Investment position peaked at $394K in Q2 2024.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.