MFG
REFI

Mission Financial Group’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Mission Financial Group’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Buy
+21,818
New +$251K 0.19% 133
2025
Q1 		$238K Buy
+20,984
New +$327K 0.22% 124
2021
Q4 		$248K Buy
+20,227
New +$326K 0.23% 120

Other funds holding REFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mission Financial Group's REFI Position: Q2 2026 in Review

Mission Financial Group opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q2 2026: 21,818 shares worth $234K. The stake represents 0.19% of the portfolio and ranks #133 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in REFI as recently as Q1 2025.

Mission Financial Group first reported a position in REFI in Q4 2021 and has held it in 3 quarters since. The position peaked at $248K in Q4 2021. 101 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Mission Financial Group held 21,818 shares of Chicago Atlantic Real Estate Finance worth $234K as of Q2 2026.
  • Chicago Atlantic Real Estate Finance was a new Mission Financial Group position in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up 0.19% of Mission Financial Group's portfolio in Q2 2026, its #133 holding.
  • Mission Financial Group first reported a position in Chicago Atlantic Real Estate Finance in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's Chicago Atlantic Real Estate Finance position peaked at $248K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.