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CoreCap Advisors’s MidCap Financial Investment MFIC Stock Holding History

CoreCap 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
Q2 		$3.36K Sell
333
-1,132
-77% -$12.4K ﹤0.01% 2393
2026
Q1 		$16.5K Hold
1,465
– – ﹤0.01% 1754
2025
Q4 		$16.8K Buy
1,465
+333
+29% +$3.95K ﹤0.01% 1750
2025
Q3 		$13.6K Hold
1,132
– – ﹤0.01% 1810
2025
Q2 		$14.3K Hold
1,132
– – ﹤0.01% 1728
2025
Q1 		$14.6K Sell
1,132
-13,013
-92% -$177K ﹤0.01% 1669
2024
Q4 		$191K Sell
14,145
-954
-6% -$13K 0.01% 721
2024
Q3 		$202K Buy
15,099
+14,766
+4,434% +$209K 0.01% 689
2024
Q2 		$5.04K Hold
333
– – ﹤0.01% 1171
2024
Q1 		$5.01K Buy
+333
New +$4.72K ﹤0.01% 1922
2022
Q4 		$3.8K Buy
+333
New +$3.83K ﹤0.01% 1819
2022
Q3 		– Sell
-333
Closed -$4K – 1456
2022
Q2 		$4K Buy
+333
New +$4.07K ﹤0.01% 1725
2022
Q1 		– Sell
-333
Closed -$4K – 1450
2021
Q4 		$4K Buy
+333
New +$4.37K ﹤0.01% 1808

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

CoreCap Advisors's MFIC Position: Q2 2026 in Review

CoreCap Advisors reduced its MidCap Financial Investment (MFIC) stake by 77% in Q2 2026, selling an estimated $12.4K and leaving 333 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

CoreCap Advisors first reported a position in MFIC in Q4 2021 and has held it in 13 quarters since. The position peaked at $202K in Q3 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • CoreCap Advisors held 333 shares of MidCap Financial Investment worth $3.36K as of Q2 2026.
  • CoreCap Advisors sold 1,132 MidCap Financial Investment shares in Q2 2026, an estimated $12.4K.
  • MidCap Financial Investment made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2393 holding.
  • CoreCap Advisors first reported a position in MidCap Financial Investment in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's MidCap Financial Investment position peaked at $202K in Q3 2024.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.