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Founders Financial Alliance’s MidCap Financial Investment MFIC Stock Holding History

Founders Financial Alliance’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 		$130K Buy
12,868
+110
+0.9% +$1.21K 0.02% 480
2026
Q1 		$143K Buy
12,758
+771
+6% +$8.5K 0.03% 425
2025
Q4 		$137K Sell
11,987
-1,600
-12% -$19K 0.03% 378
2025
Q3 		$163K Buy
+13,587
New +$173K 0.03% 393

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

Founders Financial Alliance's MFIC Position: Q2 2026 in Review

Founders Financial Alliance increased its MidCap Financial Investment (MFIC) stake by 0.86% in Q2 2026, buying an estimated $1.21K and bringing the position to 12,868 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #480.

Founders Financial Alliance first reported a position in MFIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $163K in Q3 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Founders Financial Alliance held 12,868 shares of MidCap Financial Investment worth $130K as of Q2 2026.
  • Founders Financial Alliance bought 110 MidCap Financial Investment shares in Q2 2026, an estimated $1.21K.
  • MidCap Financial Investment made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #480 holding.
  • Founders Financial Alliance first reported a position in MidCap Financial Investment in Q3 2025 and has held it in 4 quarters since.
  • Founders Financial Alliance's MidCap Financial Investment position peaked at $163K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.