Cura Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History

Cura Wealth 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	$5.17M	Sell	512,823 -101,095	-16%	-$1.11M	2.21%	5
2026 Q1	$6.9M	Sell	613,918 -28,000	-4%	-$309K	3.09%	4
2025 Q4	$7.34M	Buy	641,918 +24,000	+4%	+$285K	2.78%	5
2025 Q3	$7.41M	Sell	617,918 -91,041	-13%	-$1.16M	2.83%	5
2025 Q2	$8.95M	Buy	708,959 +60,359	+9%	+$740K	3.58%	4
2025 Q1	$8.34M	Buy	648,600 +505,807	+354%	+$6.88M	3.38%	4
2024 Q4	$1.93M	Buy	+142,793	New	+$1.94M	0.85%	21

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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cura Wealth Advisors's MFIC Position: Q2 2026 in Review

Cura Wealth Advisors reduced its MidCap Financial Investment (MFIC) stake by 16% in Q2 2026, selling an estimated $1.11M and leaving 512,823 shares worth $5.17M. The position accounts for 2.21% of the portfolio, ranked #5.

Cura Wealth Advisors first reported a position in MFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.95M in Q2 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Cura Wealth Advisors held 512,823 shares of MidCap Financial Investment worth $5.17M as of Q2 2026.
Cura Wealth Advisors sold 101,095 MidCap Financial Investment shares in Q2 2026, an estimated $1.11M.
MidCap Financial Investment made up 2.21% of Cura Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Cura Wealth Advisors first reported a position in MidCap Financial Investment in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's MidCap Financial Investment position peaked at $8.95M in Q2 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.