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

Anchor 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
Q1 		$12.9K Hold
1,145
– – ﹤0.01% 797
2025
Q4 		$13.1K Sell
1,145
-1,432
-56% -$17K ﹤0.01% 783
2025
Q3 		$30.9K Hold
2,577
– – ﹤0.01% 667
2025
Q2 		$32.5K Hold
2,577
– – ﹤0.01% 642
2025
Q1 		$33.1K Hold
2,577
– – ﹤0.01% 629
2024
Q4 		$34.8K Hold
2,577
– – ﹤0.01% 621
2024
Q3 		$34.5K Buy
+2,577
New +$36.4K ﹤0.01% 620

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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Anchor Investment Management's MFIC Position: Q1 2026 in Review

Anchor Investment Management held its MidCap Financial Investment (MFIC) position steady in Q1 2026 at 1,145 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Anchor Investment Management first reported a position in MFIC in Q3 2024 and has held it in 7 quarters since. The position peaked at $34.8K in Q4 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Anchor Investment Management held 1,145 shares of MidCap Financial Investment worth $12.9K as of Q1 2026.
  • Anchor Investment Management left its MidCap Financial Investment share count unchanged in Q1 2026.
  • MidCap Financial Investment made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #797 holding.
  • Anchor Investment Management first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 7 quarters since.
  • Anchor Investment Management's MidCap Financial Investment position peaked at $34.8K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.