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Decker Retirement Planning’s MidCap Financial Investment MFIC Stock Holding History

Decker Retirement Planning’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 		– Sell
-875
Closed -$10K – 304
2025
Q4 		$10K Buy
+875
New +$10.4K 0.01% 166

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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Decker Retirement Planning's MFIC Position: Q1 2026 in Review

Decker Retirement Planning sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 875 shares — an estimated $10K sold.

Decker Retirement Planning first reported a position in MFIC in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Decker Retirement Planning reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 875 MidCap Financial Investment shares in Q1 2026, an estimated $10K.
  • Decker Retirement Planning first reported a position in MidCap Financial Investment in Q4 2025 and held it in 1 quarter.
  • Decker Retirement Planning's MidCap Financial Investment position peaked at $10K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Decker Retirement Planning's 13F filing for Q1 2026, filed 21 Apr 2026.