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Ameritas Advisory Services’s MidCap Financial Investment MFIC Stock Holding History

Ameritas Advisory Services’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
-2,518
Closed -$30.2K – 1651
2025
Q3 		$30.2K Hold
2,518
– – ﹤0.01% 1279
2025
Q2 		$31.8K Buy
+2,518
New +$30.9K ﹤0.01% 1524
2023
Q2 		– Sell
-191
Closed -$2.17K – 1746
2023
Q1 		$2.17K Buy
+191
New +$2.29K ﹤0.01% 2367

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Ameritas Advisory Services's MFIC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of MidCap Financial Investment (MFIC) in Q4 2025, closing a stake of 2,518 shares — an estimated $30.2K sold.

Ameritas Advisory Services first reported a position in MFIC in Q1 2023 and held it in 3 quarters. The position peaked at $31.8K in Q2 2025. 192 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • Ameritas Advisory Services reported no remaining MidCap Financial Investment position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,518 MidCap Financial Investment shares in Q4 2025, an estimated $30.2K.
  • Ameritas Advisory Services first reported a position in MidCap Financial Investment in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's MidCap Financial Investment position peaked at $31.8K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.