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

Larson 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
Q4 		– Sell
-135
Closed -$1.62K – 3591
2025
Q3 		$1.62K Buy
+135
New +$1.72K ﹤0.01% 2783
2024
Q4 		– Sell
-393
Closed -$5.26K – 2849
2024
Q3 		$5.26K Buy
+393
New +$5.55K ﹤0.01% 1663

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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Larson Financial Group's MFIC Position: Q4 2025 in Review

Larson Financial Group sold out of MidCap Financial Investment (MFIC) in Q4 2025, closing a stake of 135 shares — an estimated $1.62K sold.

Larson Financial Group first reported a position in MFIC in Q3 2024 and held it in 2 quarters. The position peaked at $5.26K in Q3 2024. 192 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • Larson Financial Group reported no remaining MidCap Financial Investment position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 135 MidCap Financial Investment shares in Q4 2025, an estimated $1.62K.
  • Larson Financial Group first reported a position in MidCap Financial Investment in Q3 2024 and held it in 2 quarters.
  • Larson Financial Group's MidCap Financial Investment position peaked at $5.26K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.