Dumont & Blake Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

Dumont & Blake Investment 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	$103K	Buy	+10,183	New	+$112K	0.02%	198

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

Dumont & Blake Investment Advisors's MFIC Position: Q2 2026 in Review

Dumont & Blake Investment Advisors opened a new position in MidCap Financial Investment (MFIC) in Q2 2026: 10,183 shares worth $103K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings.

167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Dumont & Blake Investment Advisors held 10,183 shares of MidCap Financial Investment worth $103K as of Q2 2026.
MidCap Financial Investment was a new Dumont & Blake Investment Advisors position in Q2 2026.
MidCap Financial Investment made up 0.02% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #198 holding.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.