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 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

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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Melfa Wealth Management's MFIC Position: Q2 2026 in Review

Melfa Wealth Management held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 13,718 shares worth $138K. The position accounts for 0.07% of the portfolio, ranked #183.

Melfa Wealth Management first reported a position in MFIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $185K in Q4 2024. 168 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Melfa Wealth Management held 13,718 shares of MidCap Financial Investment worth $138K as of Q2 2026.
Melfa Wealth Management left its MidCap Financial Investment share count unchanged in Q2 2026.
MidCap Financial Investment made up 0.07% of Melfa Wealth Management's portfolio in Q2 2026, its #183 holding.
Melfa Wealth Management first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 8 quarters since.
Melfa Wealth Management's MidCap Financial Investment position peaked at $185K in Q4 2024.
168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.