Global Retirement Partners’s MidCap Financial Investment MFIC Stock Holding History

Global Retirement Partners’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	$5.09K	Buy	+505	New	+$5.55K	﹤0.01%	3689
2025 Q4	$5.09K	Hold	445	–	–	﹤0.01%	3433
2025 Q3	$5.34K	Hold	445	–	–	﹤0.01%	2954
2025 Q2	$5.62K	Buy	+445	New	+$5.46K	﹤0.01%	2857

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

Global Retirement Partners's MFIC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in MidCap Financial Investment (MFIC) in Q2 2026: 505 shares worth $5.09K. The stake represents ﹤0.01% of the portfolio and ranks #3689 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MFIC as recently as Q4 2025.

Global Retirement Partners first reported a position in MFIC in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.62K in Q2 2025. 168 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Global Retirement Partners held 505 shares of MidCap Financial Investment worth $5.09K as of Q2 2026.
MidCap Financial Investment was a new Global Retirement Partners position in Q2 2026.
MidCap Financial Investment made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3689 holding.
Global Retirement Partners first reported a position in MidCap Financial Investment in Q2 2025 and has held it in 4 quarters since.
Global Retirement Partners's MidCap Financial Investment position peaked at $5.62K in Q2 2025.
168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.