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Empowered Funds’s MidCap Financial Investment MFIC Stock Holding History

Empowered Funds’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 		$120K Sell
11,920
-2,125
-15% -$23.4K ﹤0.01% 2077
2026
Q1 		$158K Buy
+14,045
New +$155K ﹤0.01% 2044

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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Empowered Funds's MFIC Position: Q2 2026 in Review

Empowered Funds reduced its MidCap Financial Investment (MFIC) stake by 15% in Q2 2026, selling an estimated $23.4K and leaving 11,920 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Empowered Funds first reported a position in MFIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $158K in Q1 2026. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Empowered Funds held 11,920 shares of MidCap Financial Investment worth $120K as of Q2 2026.
  • Empowered Funds sold 2,125 MidCap Financial Investment shares in Q2 2026, an estimated $23.4K.
  • MidCap Financial Investment made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #2077 holding.
  • Empowered Funds first reported a position in MidCap Financial Investment in Q1 2026 and has held it in 2 quarters since.
  • Empowered Funds's MidCap Financial Investment position peaked at $158K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.