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AlphaCore Capital’s MidCap Financial Investment MFIC Stock Holding History

AlphaCore Capital’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
-10,633
Closed -$120K – 1523
2026
Q1 		$120K Sell
10,633
-2,281
-18% -$25.1K ﹤0.01% 906
2025
Q4 		$148K Buy
12,914
+1,025
+9% +$12.2K ﹤0.01% 1035
2025
Q3 		$143K Buy
11,889
+360
+3% +$4.59K ﹤0.01% 762
2025
Q2 		$145K Sell
11,529
-6,763
-37% -$83K 0.01% 649
2025
Q1 		$235K Buy
+18,292
New +$249K 0.02% 414

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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AlphaCore Capital's MFIC Position: Q2 2026 in Review

AlphaCore Capital sold out of MidCap Financial Investment (MFIC) in Q2 2026, closing a stake of 10,633 shares — an estimated $120K sold.

AlphaCore Capital first reported a position in MFIC in Q1 2025 and held it in 5 quarters. The position peaked at $235K in Q1 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • AlphaCore Capital reported no remaining MidCap Financial Investment position as of Q2 2026 after selling out during the quarter.
  • AlphaCore Capital sold 10,633 MidCap Financial Investment shares in Q2 2026, an estimated $120K.
  • AlphaCore Capital first reported a position in MidCap Financial Investment in Q1 2025 and held it in 5 quarters.
  • AlphaCore Capital's MidCap Financial Investment position peaked at $235K in Q1 2025.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.