Aventura Private Wealth’s MidCap Financial Investment MFIC Stock Holding History

Aventura Private Wealth’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	$6.62K	Buy	656 +20	+3%	+$220	﹤0.01%	658
2026 Q1	$7.15K	Buy	636 +17	+3%	+$187	﹤0.01%	593
2025 Q4	$7.08K	Buy	619 +20	+3%	+$237	﹤0.01%	551
2025 Q3	$7.18K	Buy	599 +18	+3%	+$230	﹤0.01%	539
2025 Q2	$7.33K	Buy	581 +17	+3%	+$209	﹤0.01%	505
2025 Q1	$7.25K	Buy	564 +16	+3%	+$218	﹤0.01%	495
2024 Q4	$7.39K	Buy	+548	New	+$7.44K	﹤0.01%	473

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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aventura Private Wealth's MFIC Position: Q2 2026 in Review

Aventura Private Wealth increased its MidCap Financial Investment (MFIC) stake by 3.1% in Q2 2026, buying an estimated $220 and bringing the position to 656 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Aventura Private Wealth first reported a position in MFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.39K in Q4 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Aventura Private Wealth held 656 shares of MidCap Financial Investment worth $6.62K as of Q2 2026.
Aventura Private Wealth bought 20 MidCap Financial Investment shares in Q2 2026, an estimated $220.
MidCap Financial Investment made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #658 holding.
Aventura Private Wealth first reported a position in MidCap Financial Investment in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's MidCap Financial Investment position peaked at $7.39K in Q4 2024.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.