Naviter Wealth’s MidCap Financial Investment MFIC Stock Holding History

Naviter Wealth’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	$1.89M	Sell	187,298 -10,177	-5%	-$112K	0.17%	126
2026 Q1	$2.22M	Buy	197,475 +30,461	+18%	+$336K	0.28%	87
2025 Q4	$1.91M	Sell	167,014 -37,095	-18%	-$440K	0.25%	96
2025 Q3	$2.45M	Buy	204,109 +850	+0.4%	+$10.8K	0.28%	89
2025 Q2	$2.57M	Buy	203,259 +5,765	+3%	+$70.7K	0.32%	82
2025 Q1	$2.58M	Buy	197,494 +10,989	+6%	+$149K	0.31%	82
2024 Q4	$2.52M	Buy	+186,505	New	+$2.53M	0.3%	82

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

Naviter Wealth's MFIC Position: Q2 2026 in Review

Naviter Wealth reduced its MidCap Financial Investment (MFIC) stake by 5.2% in Q2 2026, selling an estimated $112K and leaving 187,298 shares worth $1.89M. The position accounts for 0.17% of the portfolio, ranked #126.

Naviter Wealth first reported a position in MFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q1 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Naviter Wealth held 187,298 shares of MidCap Financial Investment worth $1.89M as of Q2 2026.
Naviter Wealth sold 10,177 MidCap Financial Investment shares in Q2 2026, an estimated $112K.
MidCap Financial Investment made up 0.17% of Naviter Wealth's portfolio in Q2 2026, its #126 holding.
Naviter Wealth first reported a position in MidCap Financial Investment in Q4 2024 and has held it in 7 quarters since.
Naviter Wealth's MidCap Financial Investment position peaked at $2.58M in Q1 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.