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 Q3	$1.31K	Hold	150	–	–	﹤0.01%	1154
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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Key Financial Inc's MFIC Position: Q3 2026 in Review

Key Financial Inc held its MidCap Financial Investment (MFIC) position steady in Q3 2026 at 150 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Key Financial Inc first reported a position in MFIC in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.27K in Q2 2024. 76 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

Key Financial Inc held 150 shares of MidCap Financial Investment worth $1.31K as of Q3 2026.
Key Financial Inc left its MidCap Financial Investment share count unchanged in Q3 2026.
MidCap Financial Investment made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1154 holding.
Key Financial Inc first reported a position in MidCap Financial Investment in Q1 2022 and has held it in 19 quarters since.
Key Financial Inc's MidCap Financial Investment position peaked at $2.27K in Q2 2024.
76 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.