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Arax Advisory Partners’s MidCap Financial Investment MFIC Stock Holding History

Arax Advisory Partners’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 		$17.4K Buy
1,724
+1,024
+146% +$11.3K ﹤0.01% 4055
2026
Q1 		$7.87K Sell
700
-1,724
-71% -$19K ﹤0.01% 2576
2025
Q4 		$27.7K Hold
2,424
– – ﹤0.01% 1938
2025
Q3 		$29.1K Buy
2,424
+1,764
+267% +$22.5K ﹤0.01% 2097
2025
Q2 		$8.33K Buy
+660
New +$8.1K ﹤0.01% 2045

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

Arax Advisory Partners's MFIC Position: Q2 2026 in Review

Arax Advisory Partners increased its MidCap Financial Investment (MFIC) stake by 146% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,724 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4055.

Arax Advisory Partners first reported a position in MFIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.1K in Q3 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Arax Advisory Partners held 1,724 shares of MidCap Financial Investment worth $17.4K as of Q2 2026.
  • Arax Advisory Partners bought 1,024 MidCap Financial Investment shares in Q2 2026, an estimated $11.3K.
  • MidCap Financial Investment made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4055 holding.
  • Arax Advisory Partners first reported a position in MidCap Financial Investment in Q2 2025 and has held it in 5 quarters since.
  • Arax Advisory Partners's MidCap Financial Investment position peaked at $29.1K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.