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

Activest 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
2026
Q2 		– Sell
-2,266
Closed -$25.5K – 1443
2026
Q1 		$25.5K Hold
2,266
– – ﹤0.01% 465
2025
Q4 		$25.9K Hold
2,266
– – ﹤0.01% 444
2025
Q3 		$27.2K Hold
2,266
– – 0.01% 333
2025
Q2 		$28.6K Hold
2,266
– – 0.01% 268
2025
Q1 		$29.1K Hold
2,266
– – 0.01% 240
2024
Q4 		$30.6K Hold
2,266
– – 0.01% 212
2024
Q3 		$30.3K Hold
2,266
– – 0.01% 214
2024
Q2 		$34.3K Buy
+2,266
New +$34.7K 0.01% 206
2023
Q1 		– Sell
-71,950
Closed -$820K – 445
2022
Q4 		$820K Hold
71,950
– – 0.24% 36
2022
Q3 		$735K Buy
+71,950
New +$876K 0.24% 33

Other funds holding MFIC

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
S
SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM

Activest Wealth Management's MFIC Position: Q2 2026 in Review

Activest Wealth Management sold out of MidCap Financial Investment (MFIC) in Q2 2026, closing a stake of 2,266 shares — an estimated $25.5K sold.

Activest Wealth Management first reported a position in MFIC in Q3 2022 and held it in 10 quarters. The position peaked at $820K in Q4 2022. 48 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Activest Wealth Management reported no remaining MidCap Financial Investment position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 2,266 MidCap Financial Investment shares in Q2 2026, an estimated $25.5K.
  • Activest Wealth Management first reported a position in MidCap Financial Investment in Q3 2022 and held it in 10 quarters.
  • Activest Wealth Management's MidCap Financial Investment position peaked at $820K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.