Independent Financial Group’s MidCap Financial Investment MFIC Stock Holding History

Independent Financial Group’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 Q1	–	Sell	-11,747	Closed	-$158K	–	1234
2024 Q4	$158K	Sell	11,747 -38,345	-77%	-$521K	0.01%	1118
2024 Q3	$671K	Buy	50,092 +37,822	+308%	+$534K	0.02%	560
2024 Q2	$186K	Buy	12,270 +550	+5%	+$8.43K	0.01%	1032
2024 Q1	$176K	Buy	11,720 +175	+2%	+$2.48K	0.01%	968
2023 Q4	$158K	Hold	11,545	–	–	0.01%	908
2023 Q3	$159K	Sell	11,545 -55	-0.5%	-$736	0.01%	850
2023 Q2	$146K	Hold	11,600	–	–	0.01%	832
2023 Q1	$132K	Hold	11,600	–	–	0.01%	798
2022 Q4	$132K	Hold	11,600	–	–	0.01%	747
2022 Q3	$119K	Buy	+11,600	New	+$141K	0.01%	703

Other funds holding MFIC

TIM

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

AMH

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

VanEck Associates New York $133B AUM 72.99% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Financial Group's MFIC Position: Q1 2025 in Review

Independent Financial Group sold out of MidCap Financial Investment (MFIC) in Q1 2025, closing a stake of 11,747 shares — an estimated $158K sold.

Independent Financial Group first reported a position in MFIC in Q3 2022 and held it in 10 quarters. The position peaked at $671K in Q3 2024. 168 funds tracked by Wall St. Rank hold MFIC as of Q1 2025.

Independent Financial Group reported no remaining MidCap Financial Investment position as of Q1 2025 after selling out during the quarter.
Independent Financial Group sold 11,747 MidCap Financial Investment shares in Q1 2025, an estimated $158K.
Independent Financial Group first reported a position in MidCap Financial Investment in Q3 2022 and held it in 10 quarters.
Independent Financial Group's MidCap Financial Investment position peaked at $671K in Q3 2024.
168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.