Founders Capital Management (Texas)’s MidCap Financial Investment MFIC Stock Holding History

Founders Capital Management (Texas)’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	–	Sell	-1,500	Closed	-$17.2K	–	414
2025 Q4	$17.2K	Hold	1,500	–	–	0.01%	257
2025 Q3	$18K	Hold	1,500	–	–	0.01%	248
2025 Q2	$18.9K	Hold	1,500	–	–	0.01%	236
2025 Q1	$19.3K	Hold	1,500	–	–	0.01%	225
2024 Q4	$20.2K	Hold	1,500	–	–	0.01%	222
2024 Q3	$20.1K	Hold	1,500	–	–	0.01%	233
2024 Q2	$22.7K	Hold	1,500	–	–	0.01%	218
2024 Q1	$22.6K	Hold	1,500	–	–	0.02%	209
2023 Q4	$20.5K	Hold	1,500	–	–	0.01%	226
2023 Q3	$20.6K	Hold	1,500	–	–	0.02%	218
2023 Q2	$18.8K	Hold	1,500	–	–	0.01%	242
2023 Q1	$17K	Hold	1,500	–	–	0.01%	257
2022 Q4	$17K	Hold	1,500	–	–	0.01%	247
2022 Q3	$15K	Hold	1,500	–	–	0.01%	256
2022 Q2	$16K	Hold	1,500	–	–	0.01%	256
2022 Q1	$19K	Hold	1,500	–	–	0.01%	218
2021 Q4	$19K	Hold	1,500	–	–	0.01%	218
2021 Q3	$19K	Buy	1,500 +500	+50%	+$6.81K	0.01%	220
2021 Q2	$14K	Hold	1,000	–	–	0.01%	239
2021 Q1	$14K	Hold	1,000	–	–	0.01%	225
2020 Q4	$11K	Buy	+1,000	New	+$9.71K	0.01%	240
2020 Q1	$7K	Buy	1,000 +500	+100%	+$7.46K	0.01%	247
2019 Q4	$9K	Hold	500	–	–	0.01%	257
2019 Q3	$8K	Hold	500	–	–	0.01%	265
2019 Q2	$8K	Hold	500	–	–	0.01%	272
2019 Q1	$8K	Hold	500	–	–	0.01%	270
2018 Q4	$6K	Hold	500	–	–	0.01%	276
2018 Q3	$8K	Hold	500	–	–	0.01%	255
2018 Q2	$8K	Hold	500	–	–	0.01%	261
2018 Q1	$8K	Hold	500	–	–	0.01%	300
2017 Q4	$8K	Hold	500	–	–	0.01%	292
2017 Q3	$9K	Hold	500	–	–	0.01%	288
2017 Q2	$10K	Hold	500	–	–	0.01%	273
2017 Q1	$10K	Buy	+500	New	+$9.26K	0.01%	291

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

Founders Capital Management (Texas)'s MFIC Position: Q1 2026 in Review

Founders Capital Management (Texas) sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 1,500 shares — an estimated $17.2K sold.

Founders Capital Management (Texas) first reported a position in MFIC in Q1 2017 and held it in 34 quarters. The position peaked at $22.7K in Q2 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Founders Capital Management (Texas) reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,500 MidCap Financial Investment shares in Q1 2026, an estimated $17.2K.
Founders Capital Management (Texas) first reported a position in MidCap Financial Investment in Q1 2017 and held it in 34 quarters.
Founders Capital Management (Texas)'s MidCap Financial Investment position peaked at $22.7K in Q2 2024.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2026, filed 21 Apr 2026.