AWA
MFIC icon

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
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 $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Arkadios Wealth Advisors's MFIC Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its MidCap Financial Investment (MFIC) stake by 1.6% in Q1 2026, selling an estimated $18.3K and leaving 101,284 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #729.

Arkadios Wealth Advisors first reported a position in MFIC in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.68M in Q3 2023. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Arkadios Wealth Advisors held 101,284 shares of MidCap Financial Investment worth $1.14M as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,661 MidCap Financial Investment shares in Q1 2026, an estimated $18.3K.
  • MidCap Financial Investment made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #729 holding.
  • Arkadios Wealth Advisors first reported a position in MidCap Financial Investment in Q4 2019 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's MidCap Financial Investment position peaked at $1.68M in Q3 2023.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.