Bank of America
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Bank of America’s MidCap Financial Investment MFIC Stock Holding History

Bank of America’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 		$1.44M Sell
128,273
-12,772
-9% -$141K ﹤0.01% 4311
2025
Q4 		$1.61M Sell
141,045
-9,035
-6% -$107K ﹤0.01% 4231
2025
Q3 		$1.8M Sell
150,080
-44,185
-23% -$564K ﹤0.01% 4900
2025
Q2 		$2.45M Sell
194,265
-182,075
-48% -$2.23M ﹤0.01% 4597
2025
Q1 		$4.84M Sell
376,340
-33,268
-8% -$452K ﹤0.01% 3835
2024
Q4 		$5.53M Sell
409,608
-26,052
-6% -$354K ﹤0.01% 3493
2024
Q3 		$5.83M Buy
435,660
+221,283
+103% +$3.13M ﹤0.01% 3596
2024
Q2 		$3.25M Buy
214,377
+8,526
+4% +$131K ﹤0.01% 4020
2024
Q1 		$3.1M Buy
205,851
+6,578
+3% +$93.3K ﹤0.01% 4070
2023
Q4 		$2.73M Sell
199,273
-12,039
-6% -$160K ﹤0.01% 4088
2023
Q3 		$2.91M Sell
211,312
-20,126
-9% -$269K ﹤0.01% 3905
2023
Q2 		$2.91M Sell
231,438
-120,175
-34% -$1.4M ﹤0.01% 3886
2023
Q1 		$4.01M Buy
351,613
+115,699
+49% +$1.39M ﹤0.01% 3728
2022
Q4 		$2.69M Buy
235,914
+58,122
+33% +$669K ﹤0.01% 3987
2022
Q3 		$1.82M Sell
177,792
-3,796
-2% -$46.2K ﹤0.01% 4370
2022
Q2 		$1.96M Buy
181,588
+169
+0.1% +$2.07K ﹤0.01% 4330
2022
Q1 		$2.4M Buy
181,419
+21,633
+14% +$287K ﹤0.01% 4420
2021
Q4 		$2.04M Sell
159,786
-1,018
-0.6% -$13.4K ﹤0.01% 4527
2021
Q3 		$2.09M Buy
160,804
+15,456
+11% +$210K ﹤0.01% 4395
2021
Q2 		$1.98M Sell
145,348
-12,194
-8% -$175K ﹤0.01% 4321
2021
Q1 		$2.16M Buy
157,542
+20,195
+15% +$267K ﹤0.01% 4193
2020
Q4 		$1.46M Buy
137,347
+11,198
+9% +$109K ﹤0.01% 4208
2020
Q3 		$1.04M Buy
126,149
+9,968
+9% +$92.2K ﹤0.01% 4177
2020
Q2 		$1.11M Buy
116,181
+8,611
+8% +$77.7K ﹤0.01% 4043
2020
Q1 		$725K Sell
107,570
-25,683
-19% -$383K ﹤0.01% 4231
2019
Q4 		$2.33M Sell
133,253
-28,107
-17% -$464K ﹤0.01% 3901
2019
Q3 		$2.6M Sell
161,360
-16,973
-10% -$277K ﹤0.01% 3822
2019
Q2 		$2.82M Buy
178,333
+1,510
+0.9% +$23.7K ﹤0.01% 3751
2019
Q1 		$2.68M Sell
176,823
-61,689
-26% -$926K ﹤0.01% 3750
2018
Q4 		$2.96M Sell
238,512
-94,718
-28% -$1.44M ﹤0.01% 3515
2018
Q3 		$5.44M Sell
333,230
-11,329
-3% -$193K ﹤0.01% 3103
2018
Q2 		$5.76M Sell
344,559
-58,121
-14% -$966K ﹤0.01% 3023
2018
Q1 		$6.31M Sell
402,680
-7,037
-2% -$117K ﹤0.01% 2859
2017
Q4 		$6.96M Sell
409,717
-68,561
-14% -$1.23M ﹤0.01% 2814
2017
Q3 		$8.77M Sell
478,278
-75,679
-14% -$1.41M ﹤0.01% 2632
2017
Q2 		$10.6M Sell
553,957
-34,835
-6% -$678K ﹤0.01% 2315
2017
Q1 		$11.6M Buy
588,792
+4,076
+0.7% +$75.5K ﹤0.01% 2246
2016
Q4 		$10.3M Buy
584,716
+16,401
+3% +$294K ﹤0.01% 2291
2016
Q3 		$9.89M Sell
568,315
-11,631
-2% -$204K ﹤0.01% 2252
2016
Q2 		$9.64M Sell
579,946
-4,473
-0.8% -$74.9K ﹤0.01% 2223
2016
Q1 		$9.73M Buy
584,419
+53,300
+10% +$823K ﹤0.01% 2167
2015
Q4 		$8.32M Buy
531,119
+65,128
+14% +$1.11M ﹤0.01% 2450
2015
Q3 		$7.66M Buy
465,991
+182,283
+64% +$3.61M ﹤0.01% 2457
2015
Q2 		$6.03M Buy
283,708
+14,822
+6% +$343K ﹤0.01% 2402
2015
Q1 		$6.19M Sell
268,886
-51,744
-16% -$1.17M ﹤0.01% 2276
2014
Q4 		$7.14M Buy
320,630
+101,261
+46% +$2.42M ﹤0.01% 2227
2014
Q3 		$5.38M Sell
219,369
-175,695
-44% -$4.55M ﹤0.01% 2516
2014
Q2 		$10.2M Buy
395,064
+218,521
+124% +$5.39M ﹤0.01% 1907
2014
Q1 		$4.4M Buy
176,543
+23,993
+16% +$619K ﹤0.01% 2513
2013
Q4 		$3.88M Sell
152,550
-254,269
-63% -$6.54M ﹤0.01% 2702
2013
Q3 		$9.95M Sell
406,819
-151,922
-27% -$3.69M ﹤0.01% 1793
2013
Q2 		$13M Buy
+558,741
New +$13.9M 0.01% 1532

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

Bank of America's MFIC Position: Q1 2026 in Review

Bank of America reduced its MidCap Financial Investment (MFIC) stake by 9.1% in Q1 2026, selling an estimated $141K and leaving 128,273 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #4311.

Bank of America first reported a position in MFIC in Q2 2013 and has held it in 52 quarters since. The position peaked at $13M in Q2 2013. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Bank of America held 128,273 shares of MidCap Financial Investment worth $1.44M as of Q1 2026.
  • Bank of America sold 12,772 MidCap Financial Investment shares in Q1 2026, an estimated $141K.
  • MidCap Financial Investment made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4311 holding.
  • Bank of America first reported a position in MidCap Financial Investment in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's MidCap Financial Investment position peaked at $13M in Q2 2013.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.