Advisornet Financial’s MidCap Financial Investment MFIC Stock Holding History

Advisornet Financial’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	$59.3K	Sell	5,887 -620	-10%	-$6.81K	﹤0.01%	1065
2026 Q1	$73.1K	Sell	6,507 -5,706	-47%	-$62.9K	﹤0.01%	922
2025 Q4	$140K	Sell	12,213 -1,838	-13%	-$21.8K	0.01%	709
2025 Q3	$168K	Sell	14,051 -143,177	-91%	-$1.83M	0.01%	645
2025 Q2	$1.98M	Sell	157,228 -13,626	-8%	-$167K	0.13%	162
2025 Q1	$2.2M	Buy	+170,854	New	+$2.32M	0.16%	145
2021 Q1	–	Sell	-66	Closed	-$1K	–	1793
2020 Q4	$1K	Buy	+66	New	+$641	﹤0.01%	1610
2019 Q4	–	Sell	-56	Closed	-$1K	–	1933
2019 Q3	$1K	Buy	+56	New	+$915	﹤0.01%	1760
2019 Q2	–	Sell	-666	Closed	-$10K	–	1751
2019 Q1	$10K	Hold	666	–	–	﹤0.01%	1175
2018 Q4	$8K	Sell	666 -1	-0.1%	-$15	﹤0.01%	1150
2018 Q3	$11K	Hold	667	–	–	﹤0.01%	1094
2018 Q2	$11K	Hold	667	–	–	﹤0.01%	1122
2018 Q1	$10K	Hold	667	–	–	﹤0.01%	1092
2017 Q4	$11K	Buy	+667	New	+$12K	﹤0.01%	990

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

Advisornet Financial's MFIC Position: Q2 2026 in Review

Advisornet Financial reduced its MidCap Financial Investment (MFIC) stake by 9.5% in Q2 2026, selling an estimated $6.81K and leaving 5,887 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Advisornet Financial first reported a position in MFIC in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.2M in Q1 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Advisornet Financial held 5,887 shares of MidCap Financial Investment worth $59.3K as of Q2 2026.
Advisornet Financial sold 620 MidCap Financial Investment shares in Q2 2026, an estimated $6.81K.
MidCap Financial Investment made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1065 holding.
Advisornet Financial first reported a position in MidCap Financial Investment in Q4 2017 and has held it in 14 quarters since.
Advisornet Financial's MidCap Financial Investment position peaked at $2.2M in Q1 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.