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
2020
Q4 		– Sell
-150,000
Closed -$1.24M – 7255
2020
Q3 		$1.24M Hold
150,000
– – ﹤0.01% 4035
2020
Q2 		$1.44M Buy
+150,000
New +$1.35M ﹤0.01% 3861

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 $370M AUM 13.07% 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 $114B AUM 41.71% 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.