Cetera Investment Advisers
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Cetera Investment Advisers’s MidCap Financial Investment MFIC Stock Holding History

Cetera Investment Advisers’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 		$227K Sell
22,547
-385
-2% -$4.23K ﹤0.01% 4383
2026
Q1 		$258K Sell
22,932
-5,483
-19% -$60.4K ﹤0.01% 4115
2025
Q4 		$325K Sell
28,415
-4,678
-14% -$55.5K ﹤0.01% 3836
2025
Q3 		$397K Buy
33,093
+2,709
+9% +$34.6K ﹤0.01% 3571
2025
Q2 		$383K Buy
30,384
+621
+2% +$7.62K ﹤0.01% 3177
2025
Q1 		$383K Sell
29,763
-69,224
-70% -$941K ﹤0.01% 3069
2024
Q4 		$1.34M Sell
98,987
-35,584
-26% -$483K ﹤0.01% 1953
2024
Q3 		$1.8M Buy
134,571
+121,828
+956% +$1.72M ﹤0.01% 1696
2024
Q2 		$193K Sell
12,743
-2,892
-18% -$44.3K ﹤0.01% 3373
2024
Q1 		$235K Buy
+15,635
New +$222K ﹤0.01% 3243
2022
Q2 		– Sell
-23,940
Closed -$316K – 1907
2022
Q1 		$316K Sell
23,940
-5,313
-18% -$70.5K ﹤0.01% 1444
2021
Q4 		$374K Buy
+29,253
New +$384K 0.01% 1362
2021
Q2 		– Sell
-14,155
Closed -$194K – 1805
2021
Q1 		$194K Sell
14,155
-4,207
-23% -$55.5K ﹤0.01% 1490
2020
Q4 		$195K Buy
+18,362
New +$178K ﹤0.01% 1455

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
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

Cetera Investment Advisers's MFIC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its MidCap Financial Investment (MFIC) stake by 1.7% in Q2 2026, selling an estimated $4.23K and leaving 22,547 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #4383.

Cetera Investment Advisers first reported a position in MFIC in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.8M in Q3 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Cetera Investment Advisers held 22,547 shares of MidCap Financial Investment worth $227K as of Q2 2026.
  • Cetera Investment Advisers sold 385 MidCap Financial Investment shares in Q2 2026, an estimated $4.23K.
  • MidCap Financial Investment made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4383 holding.
  • Cetera Investment Advisers first reported a position in MidCap Financial Investment in Q4 2020 and has held it in 14 quarters since.
  • Cetera Investment Advisers's MidCap Financial Investment position peaked at $1.8M in Q3 2024.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.