Meridian Investment Counsel’s MidCap Financial Investment MFIC Stock Holding History

Meridian Investment Counsel’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 Q1	$440K	Buy	39,113 +1,400	+4%	+$15.4K	0.1%	170
2025 Q4	$431K	Buy	37,713 +1,700	+5%	+$20.2K	0.1%	165
2025 Q3	$432K	Sell	36,013 -6,032	-14%	-$77K	0.11%	164
2025 Q2	$531K	Sell	42,045 -11,400	-21%	-$140K	0.14%	139
2025 Q1	$687K	Sell	53,445 -1,000	-2%	-$13.6K	0.2%	116
2024 Q4	$734K	Sell	54,445 -16,075	-23%	-$218K	0.22%	110
2024 Q3	$944K	Hold	70,520	–	–	0.29%	93
2024 Q2	$1.07M	Hold	70,520	–	–	0.34%	80
2024 Q1	$1.06M	Sell	70,520 -2,556	-3%	-$36.2K	0.35%	76
2023 Q4	$1,000K	Sell	73,076 -1,400	-2%	-$18.7K	0.34%	77
2023 Q3	$1.02M	Sell	74,476 -5,000	-6%	-$66.9K	0.38%	72
2023 Q2	$998K	Sell	79,476 -1,933	-2%	-$22.5K	0.36%	80
2023 Q1	$928K	Hold	81,409	–	–	0.35%	80
2022 Q4	$928K	Sell	81,409 -2,100	-3%	-$24.2K	0.37%	78
2022 Q3	$853K	Buy	83,509 +3,900	+5%	+$47.5K	0.38%	76
2022 Q2	$857K	Buy	79,609 +667	+0.8%	+$8.15K	0.35%	80
2022 Q1	$1.04M	Buy	78,942 +134	+0.2%	+$1.78K	0.36%	80
2021 Q4	$1.01M	Sell	78,808 -2,833	-3%	-$37.2K	0.33%	83
2021 Q3	$1.06M	Buy	81,641 +3,916	+5%	+$53.3K	0.38%	78
2021 Q2	$1.06M	Buy	77,725 +17,664	+29%	+$253K	0.37%	78
2021 Q1	$824K	Buy	60,061 +934	+2%	+$12.3K	0.32%	86
2020 Q4	$628K	Sell	59,127 -1,834	-3%	-$17.8K	0.27%	92
2020 Q3	$504K	Buy	60,961 +554	+0.9%	+$5.12K	0.24%	96
2020 Q2	$578K	Buy	60,407 +643	+1%	+$5.8K	0.3%	81
2020 Q1	$403K	Buy	59,764 +12,303	+26%	+$183K	0.26%	94
2019 Q4	$829K	Sell	47,461 -999	-2%	-$16.5K	0.41%	70
2019 Q3	$780K	Sell	48,460 -500	-1%	-$8.17K	0.43%	73
2019 Q2	$774K	Hold	48,960	–	–	0.43%	71
2019 Q1	$741K	Buy	+48,960	New	+$735K	0.43%	70
2018 Q4	–	Sell	-53,533	Closed	-$874K	–	175
2018 Q3	$874K	Sell	53,533 -500	-0.9%	-$8.52K	0.48%	64
2018 Q2	$903K	Sell	54,033 -334	-0.6%	-$5.55K	0.51%	63
2018 Q1	$851K	Buy	54,367 +259	+0.5%	+$4.3K	0.48%	65
2017 Q4	$919K	Buy	54,108 +500	+0.9%	+$8.97K	0.5%	65
2017 Q3	$983K	Buy	53,608 +333	+0.6%	+$6.19K	0.57%	58
2017 Q2	$1.02M	Hold	53,275	–	–	0.61%	54
2017 Q1	$1.05M	Sell	53,275 -42	-0.1%	-$778	0.64%	53
2016 Q4	$937K	Sell	53,317 -733	-1%	-$13.1K	0.63%	53
2016 Q3	$940K	Sell	54,050 -5,867	-10%	-$103K	0.63%	50
2016 Q2	$996K	Buy	59,917 +442	+0.7%	+$7.4K	0.68%	49
2016 Q1	$990K	Sell	59,475 -400	-0.7%	-$6.17K	0.69%	46
2015 Q4	$938K	Sell	59,875 -667	-1%	-$11.4K	0.69%	49
2015 Q3	$995K	Buy	60,542 +15,642	+35%	+$310K	0.82%	43
2015 Q2	$954K	Buy	44,900 +20,067	+81%	+$465K	0.68%	52
2015 Q1	$572K	Buy	24,833 +12,000	+94%	+$270K	0.4%	80
2014 Q4	$286K	Buy	+12,833	New	+$307K	0.21%	121

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Meridian Investment Counsel's MFIC Position: Q1 2026 in Review

Meridian Investment Counsel increased its MidCap Financial Investment (MFIC) stake by 3.7% in Q1 2026, buying an estimated $15.4K and bringing the position to 39,113 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #170.

Meridian Investment Counsel first reported a position in MFIC in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.07M in Q2 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Meridian Investment Counsel held 39,113 shares of MidCap Financial Investment worth $440K as of Q1 2026.
Meridian Investment Counsel bought 1,400 MidCap Financial Investment shares in Q1 2026, an estimated $15.4K.
MidCap Financial Investment made up 0.1% of Meridian Investment Counsel's portfolio in Q1 2026, its #170 holding.
Meridian Investment Counsel first reported a position in MidCap Financial Investment in Q4 2014 and has held it in 45 quarters since.
Meridian Investment Counsel's MidCap Financial Investment position peaked at $1.07M in Q2 2024.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Meridian Investment Counsel's 13F filing for Q1 2026, filed 28 Apr 2026.