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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
Q3 		$2.91K Hold
333
– – ﹤0.01% 2401
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's MFIC Position: Q3 2026 in Review

CoreCap Advisors held its MidCap Financial Investment (MFIC) position steady in Q3 2026 at 333 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

CoreCap Advisors first reported a position in MFIC in Q4 2021 and has held it in 14 quarters since. The position peaked at $202K in Q3 2024. 9 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

  • CoreCap Advisors held 333 shares of MidCap Financial Investment worth $2.91K as of Q3 2026.
  • CoreCap Advisors left its MidCap Financial Investment share count unchanged in Q3 2026.
  • MidCap Financial Investment made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2401 holding.
  • CoreCap Advisors first reported a position in MidCap Financial Investment in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's MidCap Financial Investment position peaked at $202K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.