Foundations Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

Foundations Investment 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 Q1	$4.87M	Sell	433,541 -52,903	-11%	-$583K	0.06%	227
2025 Q4	$5.56M	Buy	486,444 +86,161	+22%	+$1.02M	0.07%	212
2025 Q3	$4.8M	Buy	400,283 +28,455	+8%	+$363K	0.07%	219
2025 Q2	$4.69M	Sell	371,828 -55,552	-13%	-$681K	0.07%	210
2025 Q1	$5.5M	Buy	427,380 +27,346	+7%	+$372K	0.1%	194
2024 Q4	$5.4M	Buy	400,034 +88,468	+28%	+$1.2M	0.1%	180
2024 Q3	$4.17M	Buy	+311,566	New	+$4.4M	0.09%	195

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Foundations Investment Advisors's MFIC Position: Q1 2026 in Review

Foundations Investment Advisors reduced its MidCap Financial Investment (MFIC) stake by 11% in Q1 2026, selling an estimated $583K and leaving 433,541 shares worth $4.87M. The position accounts for 0.06% of the portfolio, ranked #227.

Foundations Investment Advisors first reported a position in MFIC in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.56M in Q4 2025. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Foundations Investment Advisors held 433,541 shares of MidCap Financial Investment worth $4.87M as of Q1 2026.
Foundations Investment Advisors sold 52,903 MidCap Financial Investment shares in Q1 2026, an estimated $583K.
MidCap Financial Investment made up 0.06% of Foundations Investment Advisors's portfolio in Q1 2026, its #227 holding.
Foundations Investment Advisors first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 7 quarters since.
Foundations Investment Advisors's MidCap Financial Investment position peaked at $5.56M in Q4 2025.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.