Melfa Wealth Management
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Melfa Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Melfa Wealth Management’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 		$120K Hold
13,718
– – 0.07% 191
2026
Q2 		$138K Hold
13,718
– – 0.07% 183
2026
Q1 		$154K Hold
13,718
– – 0.09% 175
2025
Q4 		$157K Hold
13,718
– – 0.09% 184
2025
Q3 		$164K Hold
13,718
– – 0.1% 178
2025
Q2 		$173K Hold
13,718
– – 0.11% 176
2025
Q1 		$176K Hold
13,718
– – 0.12% 172
2024
Q4 		$185K Hold
13,718
– – 0.12% 170
2024
Q3 		$184K Buy
+13,718
New +$194K 0.12% 172

Other funds holding MFIC

Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
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
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Melfa Wealth Management's MFIC Position: Q3 2026 in Review

Melfa Wealth Management held its MidCap Financial Investment (MFIC) position steady in Q3 2026 at 13,718 shares worth $120K. The position accounts for 0.07% of the portfolio, ranked #191.

Melfa Wealth Management first reported a position in MFIC in Q3 2024 and has held it in 9 quarters since. The position peaked at $185K in Q4 2024. 70 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

  • Melfa Wealth Management held 13,718 shares of MidCap Financial Investment worth $120K as of Q3 2026.
  • Melfa Wealth Management left its MidCap Financial Investment share count unchanged in Q3 2026.
  • MidCap Financial Investment made up 0.07% of Melfa Wealth Management's portfolio in Q3 2026, its #191 holding.
  • Melfa Wealth Management first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 9 quarters since.
  • Melfa Wealth Management's MidCap Financial Investment position peaked at $185K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on Melfa Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.