LSV Asset Management’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $969K | Hold |
96,100
| – | – | ﹤0.01% | 668 |
|
|
2026
Q1 | $1.08M | Hold |
96,100
| – | – | ﹤0.01% | 629 |
|
|
2025
Q4 | $1.1M | Hold |
96,100
| – | – | ﹤0.01% | 634 |
|
|
2025
Q3 | $1.15M | Sell |
96,100
-8,766
| -8% | -$112K | ﹤0.01% | 629 |
|
|
2025
Q2 | $1.32M | Hold |
104,866
| – | – | ﹤0.01% | 590 |
|
|
2025
Q1 | $1.35M | Sell |
104,866
-34,666
| -25% | -$471K | ﹤0.01% | 598 |
|
|
2024
Q4 | $1.88M | Sell |
139,532
-25,966
| -16% | -$353K | ﹤0.01% | 561 |
|
|
2024
Q3 | $2.22M | Sell |
165,498
-8,500
| -5% | -$120K | ﹤0.01% | 571 |
|
|
2024
Q2 | $2.63M | Hold |
173,998
| – | – | 0.01% | 579 |
|
|
2024
Q1 | $2.62M | Hold |
173,998
| – | – | 0.01% | 585 |
|
|
2023
Q4 | $2.38M | Sell |
173,998
-5,334
| -3% | -$71.1K | 0.01% | 598 |
|
|
2023
Q3 | $2.47M | Sell |
179,332
-9,400
| -5% | -$126K | 0.01% | 597 |
|
|
2023
Q2 | $2.37M | Buy |
188,732
+38,100
| +25% | +$444K | 0.01% | 605 |
|
|
2023
Q1 | $1.72M | Sell |
150,632
-21,300
| -12% | -$255K | ﹤0.01% | 620 |
|
|
2022
Q4 | $1.96M | Hold |
171,932
| – | – | ﹤0.01% | 597 |
|
|
2022
Q3 | $1.76M | Hold |
171,932
| – | – | ﹤0.01% | 604 |
|
|
2022
Q2 | $1.85M | Hold |
171,932
| – | – | ﹤0.01% | 615 |
|
|
2022
Q1 | $2.27M | Buy |
171,932
+4,000
| +2% | +$53.1K | ﹤0.01% | 631 |
|
|
2021
Q4 | $2.15M | Buy |
167,932
+5,600
| +3% | +$73.5K | ﹤0.01% | 640 |
|
|
2021
Q3 | $2.1M | Hold |
162,332
| – | – | ﹤0.01% | 642 |
|
|
2021
Q2 | $2.21M | Hold |
162,332
| – | – | ﹤0.01% | 639 |
|
|
2021
Q1 | $2.23M | Sell |
162,332
-2,700
| -2% | -$35.6K | ﹤0.01% | 652 |
|
|
2020
Q4 | $1.75M | Hold |
165,032
| – | – | ﹤0.01% | 689 |
|
|
2020
Q3 | $1.36M | Hold |
165,032
| – | – | ﹤0.01% | 694 |
|
|
2020
Q2 | $1.58M | Hold |
165,032
| – | – | ﹤0.01% | 703 |
|
|
2020
Q1 | $1.11M | Buy |
165,032
+11,700
| +8% | +$174K | ﹤0.01% | 710 |
|
|
2019
Q4 | $2.68M | Buy |
153,332
+10,500
| +7% | +$173K | ﹤0.01% | 647 |
|
|
2019
Q3 | $2.3M | Hold |
142,832
| – | – | ﹤0.01% | 655 |
|
|
2019
Q2 | $2.26M | Hold |
142,832
| – | – | ﹤0.01% | 659 |
|
|
2019
Q1 | $2.16M | Buy |
142,832
+11,200
| +9% | +$168K | ﹤0.01% | 663 |
|
|
2018
Q4 | $1.63M | Buy |
131,632
+27,399
| +26% | +$417K | ﹤0.01% | 713 |
|
|
2018
Q3 | $1.7M | Hold |
104,233
| – | – | ﹤0.01% | 746 |
|
|
2018
Q2 | $1.74M | Buy |
104,233
+4,033
| +4% | +$67K | ﹤0.01% | 752 |
|
|
2018
Q1 | $1.57M | Hold |
100,200
| – | – | ﹤0.01% | 764 |
|
|
2017
Q4 | $1.7M | Buy |
100,200
+81,633
| +440% | +$1.46M | ﹤0.01% | 738 |
|
|
2017
Q3 | $340K | Hold |
18,567
| – | – | ﹤0.01% | 894 |
|
|
2017
Q2 | $355K | Hold |
18,567
| – | – | ﹤0.01% | 891 |
|
|
2017
Q1 | $365K | Buy |
+18,567
| New | +$344K | ﹤0.01% | 888 |
|
Other funds holding MFIC
NCM
MC
CWA
BPCM
EFG
DADC
LSV Asset Management's MFIC Position: Q2 2026 in Review
LSV Asset Management held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 96,100 shares worth $969K. The position accounts for ﹤0.01% of the portfolio, ranked #668.
LSV Asset Management first reported a position in MFIC in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.68M in Q4 2019. 93 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.
- LSV Asset Management held 96,100 shares of MidCap Financial Investment worth $969K as of Q2 2026.
- LSV Asset Management left its MidCap Financial Investment share count unchanged in Q2 2026.
- MidCap Financial Investment made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #668 holding.
- LSV Asset Management first reported a position in MidCap Financial Investment in Q1 2017 and has held it in 38 quarters since.
- LSV Asset Management's MidCap Financial Investment position peaked at $2.68M in Q4 2019.
- 93 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.
Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.