Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s MidCap Financial Investment MFIC Stock Holding History

Cambridge Investment Research 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 		– Sell
-10,825
Closed -$124K – 4018
2025
Q4 		$124K Buy
+10,825
New +$128K ﹤0.01% 3674
2025
Q3 		– Sell
-11,358
Closed -$143K – 3800
2025
Q2 		$143K Sell
11,358
-9,309
-45% -$114K ﹤0.01% 3424
2025
Q1 		$266K Buy
20,667
+1,578
+8% +$21.5K ﹤0.01% 2971
2024
Q4 		$258K Buy
19,089
+4,230
+28% +$57.4K ﹤0.01% 2977
2024
Q3 		$199K Buy
+14,859
New +$210K ﹤0.01% 3157
2024
Q2 		– Sell
-10,439
Closed -$157K – 3386
2024
Q1 		$157K Sell
10,439
-709
-6% -$10.1K ﹤0.01% 3081
2023
Q4 		$153K Sell
11,148
-2,815
-20% -$37.5K ﹤0.01% 2965
2023
Q3 		$192K Buy
13,963
+883
+7% +$11.8K ﹤0.01% 2823
2023
Q2 		$164K Buy
13,080
+21
+0.2% +$245 ﹤0.01% 2927
2023
Q1 		$149K Buy
13,059
+2,901
+29% +$34.8K ﹤0.01% 2903
2022
Q4 		$116K Sell
10,158
-372
-4% -$4.29K ﹤0.01% 2881
2022
Q3 		$108K Sell
10,530
-990
-9% -$12.1K ﹤0.01% 2838
2022
Q2 		$124K Buy
11,520
+135
+1% +$1.65K ﹤0.01% 2828
2022
Q1 		$151K Buy
11,385
+408
+4% +$5.42K ﹤0.01% 2941
2021
Q4 		$140K Sell
10,977
-796
-7% -$10.5K ﹤0.01% 2975
2021
Q3 		$153K Sell
11,773
-520
-4% -$7.08K ﹤0.01% 2878
2021
Q2 		$168K Sell
12,293
-1,287
-9% -$18.4K ﹤0.01% 2879
2021
Q1 		$186K Sell
13,580
-120
-0.9% -$1.58K ﹤0.01% 2650
2020
Q4 		$146K Buy
13,700
+126
+0.9% +$1.22K ﹤0.01% 2546
2020
Q3 		$112K Sell
13,574
-1,905
-12% -$17.6K ﹤0.01% 2378
2020
Q2 		$148K Sell
15,479
-3,800
-20% -$34.3K ﹤0.01% 2245
2020
Q1 		$130K Sell
19,279
-5,807
-23% -$86.6K ﹤0.01% 2058
2019
Q4 		$438K Buy
25,086
+726
+3% +$12K ﹤0.01% 1669
2019
Q3 		$392K Buy
+24,360
New +$398K ﹤0.01% 1657
2019
Q2 		– Sell
-26,141
Closed -$396K – 2295
2019
Q1 		$396K Sell
26,141
-155
-0.6% -$2.33K ﹤0.01% 1629
2018
Q4 		$326K Sell
26,296
-702
-3% -$10.7K ﹤0.01% 1612
2018
Q3 		$441K Sell
26,998
-432
-2% -$7.36K ﹤0.01% 1524
2018
Q2 		$458K Sell
27,430
-5,622
-17% -$93.4K ﹤0.01% 1448
2018
Q1 		$518K Buy
33,052
+673
+2% +$11.2K 0.01% 1334
2017
Q4 		$550K Buy
32,379
+2,694
+9% +$48.3K 0.01% 1272
2017
Q3 		$544K Sell
29,685
-2,607
-8% -$48.5K 0.01% 1216
2017
Q2 		$619K Sell
32,292
-5,134
-14% -$99.9K 0.01% 1064
2017
Q1 		$737K Buy
37,426
+8,198
+28% +$152K 0.01% 872
2016
Q4 		$514K Sell
29,228
-4,056
-12% -$72.7K 0.01% 995
2016
Q3 		$579K Sell
33,284
-3,112
-9% -$54.6K 0.01% 958
2016
Q2 		$605K Sell
36,396
-1,684
-4% -$28.2K 0.01% 848
2016
Q1 		$634K Buy
38,080
+36
+0.1% +$556 0.01% 771
2015
Q4 		$596K Sell
38,044
-1,753
-4% -$30K 0.01% 781
2015
Q3 		$654K Buy
39,797
+7,277
+22% +$144K 0.02% 639
2015
Q2 		$691K Buy
32,520
+9,777
+43% +$226K 0.02% 657
2015
Q1 		$524K Buy
22,743
+2,373
+12% +$53.5K 0.01% 772
2014
Q4 		$453K Buy
20,370
+3,118
+18% +$74.6K 0.01% 828
2014
Q3 		$423K Buy
17,252
+4,157
+32% +$108K 0.01% 912
2014
Q2 		$338K Sell
13,095
-4,400
-25% -$108K 0.01% 953
2014
Q1 		$436K Buy
17,495
+4,737
+37% +$122K 0.02% 778
2013
Q4 		$324K Buy
12,758
+1,281
+11% +$32.9K 0.01% 845
2013
Q3 		$281K Sell
11,477
-787
-6% -$19.1K 0.01% 863
2013
Q2 		$285K Buy
+12,264
New +$306K 0.01% 785

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

Cambridge Investment Research Advisors's MFIC Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 10,825 shares — an estimated $124K sold.

Cambridge Investment Research Advisors first reported a position in MFIC in Q2 2013 and held it in 48 quarters. The position peaked at $737K in Q1 2017. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,825 MidCap Financial Investment shares in Q1 2026, an estimated $124K.
  • Cambridge Investment Research Advisors first reported a position in MidCap Financial Investment in Q2 2013 and held it in 48 quarters.
  • Cambridge Investment Research Advisors's MidCap Financial Investment position peaked at $737K in Q1 2017.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.