Lindbrook Capital’s MidCap Financial Investment MFIC Stock Holding History

Lindbrook Capital’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	$489	Hold	38	–	–	﹤0.01%	2624
2024 Q4	$513	Hold	38	–	–	﹤0.01%	2613
2024 Q3	$509	Sell	38 -233	-86%	-$3.29K	﹤0.01%	2658
2024 Q2	$4.1K	Hold	271	–	–	﹤0.01%	2092
2024 Q1	$4.08K	Hold	271	–	–	﹤0.01%	1983
2023 Q4	$3.71K	Hold	271	–	–	﹤0.01%	2036
2023 Q3	$3.73K	Sell	271 -49	-15%	-$656	﹤0.01%	1905
2023 Q2	$4.02K	Hold	320	–	–	﹤0.01%	1898
2023 Q1	$3.65K	Hold	320	–	–	﹤0.01%	1987
2022 Q4	$3.65K	Hold	320	–	–	﹤0.01%	1966
2022 Q3	$3K	Hold	320	–	–	﹤0.01%	1889
2022 Q2	$3K	Buy	320 +49	+18%	+$599	﹤0.01%	1804
2022 Q1	$4K	Hold	271	–	–	﹤0.01%	1715
2021 Q4	$3K	Hold	271	–	–	﹤0.01%	1673
2021 Q3	$4K	Hold	271	–	–	﹤0.01%	1317
2021 Q2	$4K	Hold	271	–	–	﹤0.01%	1370
2021 Q1	$4K	Hold	271	–	–	﹤0.01%	1337
2020 Q4	$3K	Hold	271	–	–	﹤0.01%	1348
2020 Q3	$2K	Hold	271	–	–	﹤0.01%	1407
2020 Q2	$3K	Buy	+271	New	+$2.45K	﹤0.01%	1268

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 $234M AUM 5.19% 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

Lindbrook Capital's MFIC Position: Q1 2025 in Review

Lindbrook Capital held its MidCap Financial Investment (MFIC) position steady in Q1 2025 at 38 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Lindbrook Capital first reported a position in MFIC in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.1K in Q2 2024. 168 funds tracked by Wall St. Rank hold MFIC as of Q1 2025.

Lindbrook Capital held 38 shares of MidCap Financial Investment worth $489 as of Q1 2025.
Lindbrook Capital left its MidCap Financial Investment share count unchanged in Q1 2025.
MidCap Financial Investment made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2624 holding.
Lindbrook Capital first reported a position in MidCap Financial Investment in Q2 2020 and has held it in 20 quarters since.
Lindbrook Capital's MidCap Financial Investment position peaked at $4.1K in Q2 2024.
168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.