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Evoke Wealth’s MidCap Financial Investment MFIC Stock Holding History

Evoke Wealth’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
2025
Q3 		– Sell
-36,800
Closed -$464K – 673
2025
Q2 		$464K Hold
36,800
– – 0.01% 360
2025
Q1 		$473K Hold
36,800
– – 0.01% 282
2024
Q4 		$496K Hold
36,800
– – 0.01% 263
2024
Q3 		$493K Buy
+36,800
New +$520K 0.01% 258
2024
Q2 		– Sell
-36,800
Closed -$553K – 277
2024
Q1 		$553K Buy
+36,800
New +$522K 0.02% 234
2023
Q4 		– Sell
-36,800
Closed -$506K – 248
2023
Q3 		$506K Hold
36,800
– – 0.02% 236
2023
Q2 		$462K Hold
36,800
– – 0.02% 229
2023
Q1 		$420K Hold
36,800
– – 0.02% 232
2022
Q4 		$433K Hold
36,800
– – 0.02% 230
2022
Q3 		$388K Hold
36,800
– – 0.02% 237
2022
Q2 		$410K Hold
36,800
– – 0.02% 239
2022
Q1 		$500K Hold
36,800
– – 0.02% 234
2021
Q4 		$484K Hold
36,800
– – 0.02% 245
2021
Q3 		$490K Buy
36,800
+8,000
+28% +$109K 0.02% 231
2021
Q2 		$403K Buy
+28,800
New +$413K 0.02% 265

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Evoke Wealth's MFIC Position: Q3 2025 in Review

Evoke Wealth sold out of MidCap Financial Investment (MFIC) in Q3 2025, closing a stake of 36,800 shares — an estimated $464K sold.

Evoke Wealth first reported a position in MFIC in Q2 2021 and held it in 15 quarters. The position peaked at $553K in Q1 2024. 174 funds tracked by Wall St. Rank hold MFIC as of Q3 2025.

  • Evoke Wealth reported no remaining MidCap Financial Investment position as of Q3 2025 after selling out during the quarter.
  • Evoke Wealth sold 36,800 MidCap Financial Investment shares in Q3 2025, an estimated $464K.
  • Evoke Wealth first reported a position in MidCap Financial Investment in Q2 2021 and held it in 15 quarters.
  • Evoke Wealth's MidCap Financial Investment position peaked at $553K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2025.

Based on Evoke Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.