Key Financial Inc’s MidCap Financial Investment MFIC Stock Holding History

Key Financial Inc’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	$1.51K	Hold	150	–	–	﹤0.01%	1181
2026 Q1	$1.69K	Hold	150	–	–	﹤0.01%	1189
2025 Q4	$1.72K	Hold	150	–	–	﹤0.01%	1190
2025 Q3	$1.77K	Hold	150	–	–	﹤0.01%	1207
2025 Q2	$1.89K	Hold	150	–	–	﹤0.01%	1193
2025 Q1	$1.93K	Hold	150	–	–	﹤0.01%	1151
2024 Q4	$2.02K	Hold	150	–	–	﹤0.01%	1151
2024 Q3	$2.01K	Hold	150	–	–	﹤0.01%	1109
2024 Q2	$2.27K	Hold	150	–	–	﹤0.01%	1092
2024 Q1	$2.26K	Hold	150	–	–	﹤0.01%	1090
2023 Q4	$2.05K	Hold	150	–	–	﹤0.01%	1099
2023 Q3	$2.06K	Hold	150	–	–	﹤0.01%	1109
2023 Q2	$1.88K	Hold	150	–	–	﹤0.01%	1169
2023 Q1	$1.71K	Hold	150	–	–	﹤0.01%	978
2022 Q4	$1.53K	Hold	150	–	–	﹤0.01%	985
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	960
2022 Q2	$2K	Hold	150	–	–	﹤0.01%	946
2022 Q1	$2K	Buy	+150	New	+$1.99K	﹤0.01%	935

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

Key Financial Inc's MFIC Position: Q2 2026 in Review

Key Financial Inc held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 150 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Key Financial Inc first reported a position in MFIC in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.27K in Q2 2024. 169 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Key Financial Inc held 150 shares of MidCap Financial Investment worth $1.51K as of Q2 2026.
Key Financial Inc left its MidCap Financial Investment share count unchanged in Q2 2026.
MidCap Financial Investment made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1181 holding.
Key Financial Inc first reported a position in MidCap Financial Investment in Q1 2022 and has held it in 18 quarters since.
Key Financial Inc's MidCap Financial Investment position peaked at $2.27K in Q2 2024.
169 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.