GAMMA Investing’s MidCap Financial Investment MFIC Stock Holding History

GAMMA Investing’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
2025 Q2	–	Sell	-58	Closed	-$746	–	3852
2025 Q1	$746	Hold	58	–	–	﹤0.01%	3614
2024 Q4	$782	Hold	58	–	–	﹤0.01%	3484
2024 Q3	$777	Hold	58	–	–	﹤0.01%	3315
2024 Q2	$878	Hold	58	–	–	﹤0.01%	3092
2024 Q1	$872	Hold	58	–	–	﹤0.01%	2975
2023 Q4	$804	Buy	+58	New	+$773	﹤0.01%	2853

Other funds holding MFIC

TIM

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

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

AMH

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

NCM

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

CWA

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

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

GAMMA Investing's MFIC Position: Q2 2025 in Review

GAMMA Investing sold out of MidCap Financial Investment (MFIC) in Q2 2025, closing a stake of 58 shares — an estimated $746 sold.

GAMMA Investing first reported a position in MFIC in Q4 2023 and held it in 6 quarters. The position peaked at $878 in Q2 2024. 169 funds tracked by Wall St. Rank hold MFIC as of Q2 2025.

GAMMA Investing reported no remaining MidCap Financial Investment position as of Q2 2025 after selling out during the quarter.
GAMMA Investing sold 58 MidCap Financial Investment shares in Q2 2025, an estimated $746.
GAMMA Investing first reported a position in MidCap Financial Investment in Q4 2023 and held it in 6 quarters.
GAMMA Investing's MidCap Financial Investment position peaked at $878 in Q2 2024.
169 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2025.

Based on GAMMA Investing's 13F filing for Q2 2025, filed 14 Jul 2025.