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Arkadios Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History

Arkadios Wealth Advisors’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 		$1.02M Buy
101,306
+22
+0% +$242 0.02% 795
2026
Q1 		$1.14M Sell
101,284
-1,661
-2% -$18.3K 0.02% 729
2025
Q4 		$1.18M Sell
102,945
-1,579
-2% -$18.7K 0.02% 631
2025
Q3 		$1.25M Buy
104,524
+570
+0.5% +$7.27K 0.03% 550
2025
Q2 		$1.31M Buy
103,954
+4,919
+5% +$60.3K 0.04% 471
2025
Q1 		$1.27M Sell
99,035
-6,552
-6% -$89.1K 0.05% 391
2024
Q4 		$1.42M Sell
105,587
-10,284
-9% -$140K 0.08% 251
2024
Q3 		$1.55M Buy
115,871
+12,509
+12% +$177K 0.09% 232
2024
Q2 		$1.56M Sell
103,362
-3,386
-3% -$51.9K 0.11% 203
2024
Q1 		$1.61M Sell
106,748
-15,221
-12% -$216K 0.12% 170
2023
Q4 		$1.67M Sell
121,969
-27
-0% -$360 0.14% 156
2023
Q3 		$1.68M Sell
121,996
-9,544
-7% -$128K 0.16% 141
2023
Q2 		$1.65M Sell
131,540
-2,487
-2% -$29K 0.19% 127
2023
Q1 		$1.53M Buy
134,027
+17,984
+15% +$215K 0.18% 138
2022
Q4 		$1.32M Sell
116,043
-28,616
-20% -$330K 0.18% 138
2022
Q3 		$1.48M Buy
144,659
+6,519
+5% +$79.4K 0.22% 120
2022
Q2 		$1.49M Buy
138,140
+20,444
+17% +$250K 0.22% 127
2022
Q1 		$1.56M Buy
117,696
+64,206
+120% +$852K 0.2% 127
2021
Q4 		$684K Hold
53,490
– – 0.09% 256
2021
Q3 		$693K Buy
53,490
+4,680
+10% +$63.7K 0.1% 234
2021
Q2 		$666K Hold
48,810
– – 0.08% 271
2021
Q1 		$669K Buy
48,810
+4,090
+9% +$54K 0.11% 212
2020
Q4 		$475K Buy
+44,720
New +$434K 0.1% 208
2020
Q2 		– Sell
-88
Closed -$594 – 1067
2020
Q1 		$594 Hold
88
– – ﹤0.01% 1003
2019
Q4 		$1.52K Buy
+88
New +$1.45K ﹤0.01% 845

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

Arkadios Wealth Advisors's MFIC Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its MidCap Financial Investment (MFIC) stake by 0.02% in Q2 2026, buying an estimated $242 and bringing the position to 101,306 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #795.

Arkadios Wealth Advisors first reported a position in MFIC in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.68M in Q3 2023. 168 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Arkadios Wealth Advisors held 101,306 shares of MidCap Financial Investment worth $1.02M as of Q2 2026.
  • Arkadios Wealth Advisors bought 22 MidCap Financial Investment shares in Q2 2026, an estimated $242.
  • MidCap Financial Investment made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #795 holding.
  • Arkadios Wealth Advisors first reported a position in MidCap Financial Investment in Q4 2019 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's MidCap Financial Investment position peaked at $1.68M in Q3 2023.
  • 168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.