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Farther Finance Advisors’s MidCap Financial Investment MFIC Stock Holding History

Farther Finance 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
Q3 		$4.56K Sell
522
-62
-11% -$591 ﹤0.01% 5061
2026
Q2 		$5.89K Sell
584
-9
-2% -$99 ﹤0.01% 4708
2026
Q1 		$6.67K Sell
593
-27
-4% -$298 ﹤0.01% 4344
2025
Q4 		$7.09K Buy
620
+36
+6% +$427 ﹤0.01% 4126
2025
Q3 		$7K Hold
584
– – ﹤0.01% 3610
2025
Q2 		$7.37K Sell
584
-1,625
-74% -$19.9K ﹤0.01% 3220
2025
Q1 		$28.4K Buy
2,209
+477
+28% +$6.49K ﹤0.01% 2187
2024
Q4 		$23.4K Sell
1,732
-6,300
-78% -$85.5K ﹤0.01% 2023
2024
Q3 		$108K Sell
8,032
-15,330
-66% -$216K ﹤0.01% 1269
2024
Q2 		$354K Buy
23,362
+1,025
+5% +$15.7K 0.02% 603
2024
Q1 		$332K Sell
22,337
-501
-2% -$7.11K 0.02% 503
2023
Q4 		$312K Buy
+22,838
New +$304K 0.02% 436

Other funds holding MFIC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's MFIC Position: Q3 2026 in Review

Farther Finance Advisors reduced its MidCap Financial Investment (MFIC) stake by 11% in Q3 2026, selling an estimated $591 and leaving 522 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #5061.

Farther Finance Advisors first reported a position in MFIC in Q4 2023 and has held it in 12 quarters since. The position peaked at $354K in Q2 2024. 6 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

  • Farther Finance Advisors held 522 shares of MidCap Financial Investment worth $4.56K as of Q3 2026.
  • Farther Finance Advisors sold 62 MidCap Financial Investment shares in Q3 2026, an estimated $591.
  • MidCap Financial Investment made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5061 holding.
  • Farther Finance Advisors first reported a position in MidCap Financial Investment in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's MidCap Financial Investment position peaked at $354K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.