Denali Advisors’s MidCap Financial Investment MFIC Stock Holding History

Denali 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	$550K	Sell	54,554 -5,177	-9%	-$56.9K	0.06%	247
2026 Q1	$671K	Sell	59,731 -2,031	-3%	-$22.4K	0.07%	219
2025 Q4	$707K	Sell	61,762 -12,670	-17%	-$150K	0.08%	220
2025 Q3	$892K	Sell	74,432 -13,249	-15%	-$169K	0.1%	175
2025 Q2	$1.11M	Sell	87,681 -2,325	-3%	-$28.5K	0.12%	167
2025 Q1	$1.16M	Buy	90,006 +9,103	+11%	+$124K	0.13%	159
2024 Q4	$1.09M	Sell	80,903 -19,496	-19%	-$265K	0.11%	165
2024 Q3	$1.34M	Buy	+100,399	New	+$1.42M	0.14%	152

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

Denali Advisors's MFIC Position: Q2 2026 in Review

Denali Advisors reduced its MidCap Financial Investment (MFIC) stake by 8.7% in Q2 2026, selling an estimated $56.9K and leaving 54,554 shares worth $550K. The position accounts for 0.06% of the portfolio, ranked #247.

Denali Advisors first reported a position in MFIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q3 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Denali Advisors held 54,554 shares of MidCap Financial Investment worth $550K as of Q2 2026.
Denali Advisors sold 5,177 MidCap Financial Investment shares in Q2 2026, an estimated $56.9K.
MidCap Financial Investment made up 0.06% of Denali Advisors's portfolio in Q2 2026, its #247 holding.
Denali Advisors first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 8 quarters since.
Denali Advisors's MidCap Financial Investment position peaked at $1.34M in Q3 2024.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.