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Cape Investment Advisory’s MidCap Financial Investment MFIC Stock Holding History

Cape Investment Advisory’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
-1,784
Closed -$20.4K – 797
2025
Q4 		$20.4K Buy
+1,784
New +$21.2K 0.01% 608
2025
Q3 		– Sell
-1,784
Closed -$22.5K – 1041
2025
Q2 		$22.5K Hold
1,784
– – 0.01% 484
2025
Q1 		$22.9K Hold
1,784
– – 0.01% 454
2024
Q4 		$24.1K Hold
1,784
– – 0.01% 450
2024
Q3 		$23.9K Buy
+1,784
New +$25.2K 0.01% 429
2024
Q1 		– Sell
-6,712
Closed -$91.8K – 1074
2023
Q4 		$91.8K Buy
+6,712
New +$89.4K 0.04% 246

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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $480B AUM 42.84% 1-Year Est. Return

Cape Investment Advisory's MFIC Position: Q1 2026 in Review

Cape Investment Advisory sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 1,784 shares — an estimated $20.4K sold.

Cape Investment Advisory first reported a position in MFIC in Q4 2023 and held it in 6 quarters. The position peaked at $91.8K in Q4 2023. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Cape Investment Advisory reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 1,784 MidCap Financial Investment shares in Q1 2026, an estimated $20.4K.
  • Cape Investment Advisory first reported a position in MidCap Financial Investment in Q4 2023 and held it in 6 quarters.
  • Cape Investment Advisory's MidCap Financial Investment position peaked at $91.8K in Q4 2023.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.