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Evergreen Capital Management’s MidCap Financial Investment MFIC Stock Holding History

Evergreen Capital 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
Q2 		– Sell
-10,792
Closed -$121K – 1624
2026
Q1 		$121K Buy
+10,792
New +$119K ﹤0.01% 1451

Other funds holding MFIC

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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

Evergreen Capital Management's MFIC Position: Q2 2026 in Review

Evergreen Capital Management sold out of MidCap Financial Investment (MFIC) in Q2 2026, closing a stake of 10,792 shares — an estimated $121K sold.

Evergreen Capital Management first reported a position in MFIC in Q1 2026 and held it in 1 quarter. The position peaked at $121K in Q1 2026. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Evergreen Capital Management reported no remaining MidCap Financial Investment position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 10,792 MidCap Financial Investment shares in Q2 2026, an estimated $121K.
  • Evergreen Capital Management first reported a position in MidCap Financial Investment in Q1 2026 and held it in 1 quarter.
  • Evergreen Capital Management's MidCap Financial Investment position peaked at $121K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.