Cetera Investment Advisers
MFIC icon

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
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 $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B 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 $564B 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 $653B AUM 32.41% 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