Financial Gravity Asset Management’s MidCap Financial Investment MFIC Stock Holding History

Financial Gravity Asset 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 Q1	$8.43K	Hold	750	–	–	﹤0.01%	604
2025 Q4	$8.58K	Sell	750 -250	-25%	-$2.97K	﹤0.01%	509
2025 Q3	$12K	Buy	+1,000	New	+$12.8K	﹤0.01%	528
2019 Q2	–	Sell	-227	Closed	-$3K	–	1502
2019 Q1	$3K	Buy	+227	New	+$3.41K	﹤0.01%	849
2018 Q3	$3K	Buy	186 +18	+11%	+$307	﹤0.01%	866
2018 Q2	$3K	Buy	168 +45	+37%	+$748	﹤0.01%	898
2018 Q1	$2K	Buy	+123	New	+$2.04K	﹤0.01%	972

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

Financial Gravity Asset Management's MFIC Position: Q1 2026 in Review

Financial Gravity Asset Management held its MidCap Financial Investment (MFIC) position steady in Q1 2026 at 750 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Financial Gravity Asset Management first reported a position in MFIC in Q1 2018 and has held it in 7 quarters since. The position peaked at $12K in Q3 2025. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Financial Gravity Asset Management held 750 shares of MidCap Financial Investment worth $8.43K as of Q1 2026.
Financial Gravity Asset Management left its MidCap Financial Investment share count unchanged in Q1 2026.
MidCap Financial Investment made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #604 holding.
Financial Gravity Asset Management first reported a position in MidCap Financial Investment in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's MidCap Financial Investment position peaked at $12K in Q3 2025.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.