Focus Partners Wealth
MFIC icon

Focus Partners Wealth’s MidCap Financial Investment MFIC Stock Holding History

Focus Partners 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
2026
Q2 		$1.03M Sell
102,066
-28,700
-22% -$315K ﹤0.01% 1644
2026
Q1 		$1.47M Buy
130,766
+28,700
+28% +$316K ﹤0.01% 1448
2025
Q4 		$1.17M Buy
+102,066
New +$1.21M ﹤0.01% 1566

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

Focus Partners Wealth's MFIC Position: Q2 2026 in Review

Focus Partners Wealth reduced its MidCap Financial Investment (MFIC) stake by 22% in Q2 2026, selling an estimated $315K and leaving 102,066 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Focus Partners Wealth first reported a position in MFIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q1 2026. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Focus Partners Wealth held 102,066 shares of MidCap Financial Investment worth $1.03M as of Q2 2026.
  • Focus Partners Wealth sold 28,700 MidCap Financial Investment shares in Q2 2026, an estimated $315K.
  • MidCap Financial Investment made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1644 holding.
  • Focus Partners Wealth first reported a position in MidCap Financial Investment in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's MidCap Financial Investment position peaked at $1.47M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.