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 Q2	$3.91M	Sell	387,610 -45,931	-11%	-$505K	0.04%	289
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 $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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Foundations Investment Advisors's MFIC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its MidCap Financial Investment (MFIC) stake by 11% in Q2 2026, selling an estimated $505K and leaving 387,610 shares worth $3.91M. The position accounts for 0.04% of the portfolio, ranked #289.

Foundations Investment Advisors first reported a position in MFIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.56M in Q4 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Foundations Investment Advisors held 387,610 shares of MidCap Financial Investment worth $3.91M as of Q2 2026.
Foundations Investment Advisors sold 45,931 MidCap Financial Investment shares in Q2 2026, an estimated $505K.
MidCap Financial Investment made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #289 holding.
Foundations Investment Advisors first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's MidCap Financial Investment position peaked at $5.56M in Q4 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.