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MRA Advisory Group’s MidCap Financial Investment MFIC Stock Holding History

MRA Advisory Group’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 		$99.9K Buy
11,432
+246
+2% +$2.35K 0.04% 150
2026
Q2 		$113K Buy
11,186
+342
+3% +$3.76K 0.04% 152
2026
Q1 		$122K Buy
10,844
+290
+3% +$3.2K 0.05% 133
2025
Q4 		$121K Buy
10,554
+337
+3% +$4K 0.05% 129
2025
Q3 		$122K Buy
+10,217
New +$130K 0.05% 134

Other funds holding MFIC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MRA Advisory Group's MFIC Position: Q3 2026 in Review

MRA Advisory Group increased its MidCap Financial Investment (MFIC) stake by 2.2% in Q3 2026, buying an estimated $2.35K and bringing the position to 11,432 shares worth $99.9K. The position accounts for 0.04% of the portfolio, ranked #150.

MRA Advisory Group first reported a position in MFIC in Q3 2025 and has held it in 5 quarters since. The position peaked at $122K in Q3 2025. 7 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

  • MRA Advisory Group held 11,432 shares of MidCap Financial Investment worth $99.9K as of Q3 2026.
  • MRA Advisory Group bought 246 MidCap Financial Investment shares in Q3 2026, an estimated $2.35K.
  • MidCap Financial Investment made up 0.04% of MRA Advisory Group's portfolio in Q3 2026, its #150 holding.
  • MRA Advisory Group first reported a position in MidCap Financial Investment in Q3 2025 and has held it in 5 quarters since.
  • MRA Advisory Group's MidCap Financial Investment position peaked at $122K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.