DKM Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

DKM Wealth Management’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	$205K	Hold	23,500	–	–	0.13%	58
2026 Q2	$237K	Hold	23,500	–	–	0.15%	53
2026 Q1	$264K	Hold	23,500	–	–	0.19%	48
2025 Q4	$269K	Hold	23,500	–	–	0.2%	48
2025 Q3	$282K	Hold	23,500	–	–	0.23%	44
2025 Q2	$297K	Hold	23,500	–	–	0.26%	39
2025 Q1	$302K	Hold	23,500	–	–	0.29%	36
2024 Q4	$317K	Buy	+23,500	New	+$319K	0.3%	37

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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

DKM Wealth Management's MFIC Position: Q3 2026 in Review

DKM Wealth Management held its MidCap Financial Investment (MFIC) position steady in Q3 2026 at 23,500 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #58.

DKM Wealth Management first reported a position in MFIC in Q4 2024 and has held it in 8 quarters since. The position peaked at $317K in Q4 2024. 7 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

DKM Wealth Management held 23,500 shares of MidCap Financial Investment worth $205K as of Q3 2026.
DKM Wealth Management left its MidCap Financial Investment share count unchanged in Q3 2026.
MidCap Financial Investment made up 0.13% of DKM Wealth Management's portfolio in Q3 2026, its #58 holding.
DKM Wealth Management first reported a position in MidCap Financial Investment in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's MidCap Financial Investment position peaked at $317K in Q4 2024.
7 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.