HB Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

HB Wealth Management’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	$145K	Buy	14,401 +389	+3%	+$4.27K	﹤0.01%	1634
2026 Q1	$158K	Buy	14,012 +345	+3%	+$3.8K	﹤0.01%	1470
2025 Q4	$156K	Buy	13,667 +436	+3%	+$5.17K	﹤0.01%	1348
2025 Q3	$159K	Buy	13,231 +412	+3%	+$5.26K	﹤0.01%	1290
2025 Q2	$162K	Buy	12,819 +373	+3%	+$4.58K	﹤0.01%	1121
2025 Q1	$160K	Buy	12,446 +1,914	+18%	+$26K	﹤0.01%	1155
2024 Q4	$142K	Buy	10,532 +203	+2%	+$2.76K	﹤0.01%	1006
2024 Q3	$138K	Buy	10,329 +198	+2%	+$2.8K	﹤0.01%	915
2024 Q2	$153K	Buy	+10,131	New	+$155K	﹤0.01%	863

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

HB Wealth Management's MFIC Position: Q2 2026 in Review

HB Wealth Management increased its MidCap Financial Investment (MFIC) stake by 2.8% in Q2 2026, buying an estimated $4.27K and bringing the position to 14,401 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

HB Wealth Management first reported a position in MFIC in Q2 2024 and has held it in 9 quarters since. The position peaked at $162K in Q2 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

HB Wealth Management held 14,401 shares of MidCap Financial Investment worth $145K as of Q2 2026.
HB Wealth Management bought 389 MidCap Financial Investment shares in Q2 2026, an estimated $4.27K.
MidCap Financial Investment made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1634 holding.
HB Wealth Management first reported a position in MidCap Financial Investment in Q2 2024 and has held it in 9 quarters since.
HB Wealth Management's MidCap Financial Investment position peaked at $162K in Q2 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.