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Cassaday & Co Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Cassaday & Co Wealth Management’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 		$3.36K Hold
333
– – ﹤0.01% 991
2026
Q1 		$3.74K Buy
+333
New +$3.67K ﹤0.01% 1014

Other funds holding MFIC

TIM
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AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VanEck Associates
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's MFIC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 333 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Cassaday & Co Wealth Management first reported a position in MFIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.74K in Q1 2026. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Cassaday & Co Wealth Management held 333 shares of MidCap Financial Investment worth $3.36K as of Q2 2026.
  • Cassaday & Co Wealth Management left its MidCap Financial Investment share count unchanged in Q2 2026.
  • MidCap Financial Investment made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #991 holding.
  • Cassaday & Co Wealth Management first reported a position in MidCap Financial Investment in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's MidCap Financial Investment position peaked at $3.74K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.