Newbridge Financial Services Group’s MidCap Financial Investment MFIC Stock Holding History

Newbridge Financial Services 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 Q1	–	Sell	-276	Closed	-$3.16K	–	1223
2025 Q4	$3.16K	Hold	276	–	–	﹤0.01%	974
2025 Q3	$3.31K	Hold	276	–	–	﹤0.01%	1085
2025 Q2	$3.48K	Buy	+276	New	+$3.38K	﹤0.01%	1069
2021 Q3	–	Sell	-276	Closed	-$4K	–	1519
2021 Q2	$4K	Hold	276	–	–	﹤0.01%	1170
2021 Q1	$4K	Hold	276	–	–	﹤0.01%	1078
2020 Q4	$3K	Hold	276	–	–	﹤0.01%	924
2020 Q3	$2K	Buy	+276	New	+$2.55K	﹤0.01%	922

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

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Newbridge Financial Services Group's MFIC Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 276 shares — an estimated $3.16K sold.

Newbridge Financial Services Group first reported a position in MFIC in Q3 2020 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Newbridge Financial Services Group reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 276 MidCap Financial Investment shares in Q1 2026, an estimated $3.16K.
Newbridge Financial Services Group first reported a position in MidCap Financial Investment in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's MidCap Financial Investment position peaked at $4K in Q2 2021.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.