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 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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return