Citadel Advisors
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Citadel Advisors’s MidCap Financial Investment MFIC Stock Holding History

Citadel 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 		$1.04M Buy
92,100
+47,600
+107% +$525K ﹤0.01% 7583
2025
Q4 		$509K Sell
44,500
-51,100
-53% -$606K ﹤0.01% 8981
2025
Q3 		$1.15M Buy
95,600
+43,600
+84% +$556K ﹤0.01% 7232
2025
Q2 		$656K Sell
52,000
-12,400
-19% -$152K ﹤0.01% 7995
2025
Q1 		$828K Buy
64,400
+13,700
+27% +$186K ﹤0.01% 7370
2024
Q4 		$684K Sell
50,700
-18,100
-26% -$246K ﹤0.01% 7878
2024
Q3 		$921K Sell
68,800
-72,100
-51% -$1.02M ﹤0.01% 7033
2024
Q2 		$2.13M Sell
140,900
-156,500
-53% -$2.4M ﹤0.01% 5184
2024
Q1 		$4.47M Buy
297,400
+160,000
+116% +$2.27M ﹤0.01% 4114
2023
Q4 		$1.88M Buy
137,400
+60,900
+80% +$811K ﹤0.01% 5468
2023
Q3 		$1.05M Buy
76,500
+19,500
+34% +$261K ﹤0.01% 6459
2023
Q2 		$716K Sell
57,000
-25,800
-31% -$301K ﹤0.01% 7145
2023
Q1 		$944K Buy
82,800
+32,200
+64% +$386K ﹤0.01% 6902
2022
Q4 		$577K Buy
50,600
+7,700
+18% +$88.7K ﹤0.01% 7945
2022
Q3 		$438K Sell
42,900
-2,300
-5% -$28K ﹤0.01% 8755
2022
Q2 		$487K Buy
45,200
+10,600
+31% +$130K ﹤0.01% 8722
2022
Q1 		$457K Sell
34,600
-28,100
-45% -$373K ﹤0.01% 9606
2021
Q4 		$802K Sell
62,700
-29,000
-32% -$381K ﹤0.01% 8481
2021
Q3 		$1.19M Buy
91,700
+22,900
+33% +$312K ﹤0.01% 7705
2021
Q2 		$939K Buy
68,800
+3,100
+5% +$44.4K ﹤0.01% 8526
2021
Q1 		$901K Buy
65,700
+1,000
+2% +$13.2K ﹤0.01% 8373
2020
Q4 		$687K Buy
64,700
+2,500
+4% +$24.3K ﹤0.01% 7539
2020
Q3 		$514K Sell
62,200
-100
-0.2% -$925 ﹤0.01% 7263
2020
Q2 		$596K Buy
62,300
+37,700
+153% +$340K ﹤0.01% 6755
2020
Q1 		$166K Buy
24,600
+5,200
+27% +$77.5K ﹤0.01% 8193
2019
Q4 		$339K Buy
+19,400
New +$320K ﹤0.01% 7404
2019
Q3 		– Sell
-27,700
Closed -$438K – 9536
2019
Q2 		$438K Sell
27,700
-1,400
-5% -$22K ﹤0.01% 7021
2019
Q1 		$441K Buy
+29,100
New +$437K ﹤0.01% 7000
2018
Q4 		– Sell
-7,600
Closed -$124K – 9513
2018
Q3 		$124K Buy
7,600
+3,567
+88% +$60.8K ﹤0.01% 8483
2018
Q2 		$67K Buy
+4,033
New +$67K ﹤0.01% 8377
2017
Q4 		– Sell
-5,567
Closed -$102K – 8256
2017
Q3 		$102K Buy
+5,567
New +$104K ﹤0.01% 7025
2017
Q2 		– Sell
-3,833
Closed -$75K – 7834
2017
Q1 		$75K Sell
3,833
-2,267
-37% -$42K ﹤0.01% 6949
2016
Q4 		$107K Sell
6,100
-2,833
-32% -$50.8K ﹤0.01% 6646
2016
Q3 		$155K Buy
+8,933
New +$157K ﹤0.01% 6449
2016
Q2 		– Sell
-3,667
Closed -$61K – 7164
2016
Q1 		$61K Buy
3,667
+1,267
+53% +$19.6K ﹤0.01% 6197
2015
Q4 		$38K Buy
2,400
+1,867
+350% +$31.9K ﹤0.01% 7511
2015
Q3 		$9K Buy
533
+233
+78% +$4.61K ﹤0.01% 8495
2015
Q2 		$6K Hold
300
– – ﹤0.01% 8513
2015
Q1 		$7K Sell
300
-933
-76% -$21K ﹤0.01% 8270
2014
Q4 		$27K Sell
1,233
-400
-24% -$9.58K ﹤0.01% 7602
2014
Q3 		$40K Buy
1,633
+733
+81% +$19K ﹤0.01% 7046
2014
Q2 		$23K Buy
900
+500
+125% +$12.3K ﹤0.01% 7223
2014
Q1 		$10K Sell
400
-3,067
-88% -$79.2K ﹤0.01% 7513
2013
Q4 		$88K Sell
3,467
-8,400
-71% -$216K ﹤0.01% 5710
2013
Q3 		$290K Buy
11,867
+8,534
+256% +$207K ﹤0.01% 4392
2013
Q2 		$77K Buy
+3,333
New +$83.1K ﹤0.01% 5406

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

Citadel Advisors's MFIC Position: Q1 2026 in Review

Citadel Advisors opened a new position in MidCap Financial Investment (MFIC) in Q1 2026: 27,998 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #10372 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in MFIC as recently as Q2 2025.

Citadel Advisors first reported a position in MFIC in Q2 2013 and has held it in 42 quarters since. The position peaked at $14.1M in Q2 2019. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Citadel Advisors held 27,998 shares of MidCap Financial Investment worth $315K as of Q1 2026.
  • MidCap Financial Investment was a new Citadel Advisors position in Q1 2026.
  • MidCap Financial Investment made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10372 holding.
  • Citadel Advisors first reported a position in MidCap Financial Investment in Q2 2013 and has held it in 42 quarters since.
  • Citadel Advisors's MidCap Financial Investment position peaked at $14.1M in Q2 2019.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.