Easterly Investment Partners’s MidCap Financial Investment MFIC Stock Holding History

Easterly Investment Partners’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	-12,148	Closed	-$139K	–	205
2025 Q4	$139K	Buy	12,148 +672	+6%	+$7.97K	0.01%	210
2025 Q3	$138K	Buy	+11,476	New	+$146K	0.01%	198
2020 Q2	–	Sell	-30,887	Closed	-$208K	–	101
2020 Q1	$208K	Sell	30,887 -47,118	-60%	-$703K	0.01%	64
2019 Q4	$1.36M	Sell	78,005 -24,139	-24%	-$398K	0.04%	55
2019 Q3	$1.64M	Sell	102,144 -114,158	-53%	-$1.87M	0.05%	52
2019 Q2	$3.42M	Sell	216,302 -13,402	-6%	-$211K	0.09%	45
2019 Q1	$3.48M	Buy	+229,704	New	+$3.45M	0.08%	44

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Easterly Investment Partners's MFIC Position: Q1 2026 in Review

Easterly Investment Partners sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 12,148 shares — an estimated $139K sold.

Easterly Investment Partners first reported a position in MFIC in Q1 2019 and held it in 7 quarters. The position peaked at $3.48M in Q1 2019. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Easterly Investment Partners reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
Easterly Investment Partners sold 12,148 MidCap Financial Investment shares in Q1 2026, an estimated $139K.
Easterly Investment Partners first reported a position in MidCap Financial Investment in Q1 2019 and held it in 7 quarters.
Easterly Investment Partners's MidCap Financial Investment position peaked at $3.48M in Q1 2019.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Easterly Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.