Lido Advisors
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Lido Advisors’s MidCap Financial Investment MFIC Stock Holding History

Lido Advisors’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 		$701K Buy
69,529
+2,311
+3% +$25.4K ﹤0.01% 1284
2026
Q1 		$756K Buy
67,218
+2,397
+4% +$26.4K ﹤0.01% 1096
2025
Q4 		$774K Buy
64,821
+5,151
+9% +$61.1K ﹤0.01% 1116
2025
Q3 		$715K Sell
59,670
-9,488
-14% -$121K ﹤0.01% 1088
2025
Q2 		$873K Buy
69,158
+8,306
+14% +$102K ﹤0.01% 900
2025
Q1 		$783K Sell
60,852
-824
-1% -$11.2K ﹤0.01% 874
2024
Q4 		$832K Sell
61,676
-20,617
-25% -$280K ﹤0.01% 833
2024
Q3 		$1.1M Buy
82,293
+25,995
+46% +$367K 0.01% 672
2024
Q2 		$852K Buy
56,298
+7,932
+16% +$122K ﹤0.01% 721
2024
Q1 		$727K Buy
48,366
+700
+1% +$9.93K ﹤0.01% 765
2023
Q4 		$652K Buy
+47,666
New +$635K ﹤0.01% 764
2020
Q4 		– Sell
-10,529
Closed -$91K – 840
2020
Q3 		$91K Sell
10,529
-1,000
-9% -$9.25K ﹤0.01% 617
2020
Q2 		$116K Sell
11,529
-70,000
-86% -$632K ﹤0.01% 573
2020
Q1 		$587K Buy
81,529
+31,000
+61% +$462K 0.03% 299
2019
Q4 		$909K Buy
+50,529
New +$833K 0.04% 280
2018
Q4 		– Sell
-3,530
Closed -$59K – 466
2018
Q3 		$59K Hold
3,530
– – 0.01% 447
2018
Q2 		$58K Hold
3,530
– – 0.01% 417
2018
Q1 		$55K Hold
3,530
– – 0.01% 393
2017
Q4 		$59K Hold
3,530
– – 0.01% 303
2017
Q3 		$62K Hold
3,530
– – 0.01% 279
2017
Q2 		$68K Hold
3,530
– – 0.01% 268
2017
Q1 		$70K Hold
3,530
– – 0.02% 234
2016
Q4 		$62K Hold
3,530
– – 0.02% 217
2016
Q3 		$61K Hold
3,530
– – 0.02% 150
2016
Q2 		$59K Hold
3,530
– – 0.02% 156
2016
Q1 		$59K Buy
+3,530
New +$54.5K 0.02% 145

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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lido Advisors's MFIC Position: Q2 2026 in Review

Lido Advisors increased its MidCap Financial Investment (MFIC) stake by 3.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 69,529 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Lido Advisors first reported a position in MFIC in Q1 2016 and has held it in 26 quarters since. The position peaked at $1.1M in Q3 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Lido Advisors held 69,529 shares of MidCap Financial Investment worth $701K as of Q2 2026.
  • Lido Advisors bought 2,311 MidCap Financial Investment shares in Q2 2026, an estimated $25.4K.
  • MidCap Financial Investment made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1284 holding.
  • Lido Advisors first reported a position in MidCap Financial Investment in Q1 2016 and has held it in 26 quarters since.
  • Lido Advisors's MidCap Financial Investment position peaked at $1.1M in Q3 2024.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.