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Ausdal Financial Partners’s MidCap Financial Investment MFIC Stock Holding History

Ausdal Financial 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
2025
Q3 		– Sell
-10,999
Closed -$139K – 947
2025
Q2 		$139K Sell
10,999
-1,352
-11% -$16.6K 0.01% 675
2025
Q1 		$159K Sell
12,351
-631
-5% -$8.58K 0.01% 621
2024
Q4 		$175K Sell
12,982
-4,669
-26% -$63.4K 0.02% 550
2024
Q3 		$236K Buy
+17,651
New +$249K 0.02% 463
2022
Q1 		– Sell
-14,033
Closed -$179K – 511
2021
Q4 		$179K Hold
14,033
– – 0.02% 458
2021
Q3 		$182K Hold
14,033
– – 0.03% 450
2021
Q2 		$192K Hold
14,033
– – 0.03% 440
2021
Q1 		$193K Sell
14,033
-3,200
-19% -$42.2K 0.03% 420
2020
Q4 		$183K Hold
17,233
– – 0.04% 395
2020
Q3 		$143K Sell
17,233
-10,200
-37% -$94.3K 0.03% 331
2020
Q2 		$263K Buy
27,433
+1,250
+5% +$11.3K 0.09% 223
2020
Q1 		$198K Buy
+26,183
New +$390K 0.07% 255
2018
Q4 		– Sell
-3,667
Closed -$60K – 346
2018
Q3 		$60K Buy
+3,667
New +$62.5K 0.02% 410
2016
Q4 		– Sell
-5,134
Closed -$89K – 268
2016
Q3 		$89K Hold
5,134
– – 0.04% 255
2016
Q2 		$85K Buy
+5,134
New +$86K 0.04% 249
2016
Q1 		– Sell
-1,067
Closed -$17K – 711
2015
Q4 		$17K Buy
+1,067
New +$18.3K 0.01% 773

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ausdal Financial Partners's MFIC Position: Q3 2025 in Review

Ausdal Financial Partners sold out of MidCap Financial Investment (MFIC) in Q3 2025, closing a stake of 10,999 shares — an estimated $139K sold.

Ausdal Financial Partners first reported a position in MFIC in Q4 2015 and held it in 16 quarters. The position peaked at $263K in Q2 2020. 174 funds tracked by Wall St. Rank hold MFIC as of Q3 2025.

  • Ausdal Financial Partners reported no remaining MidCap Financial Investment position as of Q3 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 10,999 MidCap Financial Investment shares in Q3 2025, an estimated $139K.
  • Ausdal Financial Partners first reported a position in MidCap Financial Investment in Q4 2015 and held it in 16 quarters.
  • Ausdal Financial Partners's MidCap Financial Investment position peaked at $263K in Q2 2020.
  • 174 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2025.

Based on Ausdal Financial Partners's 13F filing for Q3 2025, filed 14 Nov 2025.