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Garton & Associates Financial Advisors’s MidCap Financial Investment MFIC Stock Holding History

Garton & Associates Financial 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 		– Sell
-480
Closed -$5.49K – 458
2025
Q4 		$5.49K Buy
+480
New +$5.7K ﹤0.01% 972

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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Garton & Associates Financial Advisors's MFIC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 480 shares — an estimated $5.49K sold.

Garton & Associates Financial Advisors first reported a position in MFIC in Q4 2025 and held it in 1 quarter. The position peaked at $5.49K in Q4 2025. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 480 MidCap Financial Investment shares in Q1 2026, an estimated $5.49K.
  • Garton & Associates Financial Advisors first reported a position in MidCap Financial Investment in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's MidCap Financial Investment position peaked at $5.49K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.