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NewEdge Advisors’s MidCap Financial Investment MFIC Stock Holding History

NewEdge Advisors’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 		$24.7K Hold
2,455
– – ﹤0.01% 3293
2026
Q1 		$27.6K Sell
2,455
-21,472
-90% -$237K ﹤0.01% 3108
2025
Q4 		$274K Sell
23,927
-201
-0.8% -$2.38K ﹤0.01% 2370
2025
Q3 		$289K Sell
24,128
-302
-1% -$3.85K ﹤0.01% 2196
2025
Q2 		$308K Buy
24,430
+1,000
+4% +$12.3K ﹤0.01% 2007
2025
Q1 		$301K Sell
23,430
-1,152
-5% -$15.7K ﹤0.01% 1893
2024
Q4 		$332K Buy
24,582
+19
+0.1% +$258 ﹤0.01% 1828
2024
Q3 		$329K Buy
24,563
+2,785
+13% +$39.3K ﹤0.01% 1750
2024
Q2 		$330K Buy
21,778
+15
+0.1% +$230 ﹤0.01% 1665
2024
Q1 		$327K Buy
21,763
+482
+2% +$6.84K ﹤0.01% 1597
2023
Q4 		$297K Buy
21,281
+374
+2% +$4.98K ﹤0.01% 1552
2023
Q3 		$287K Buy
20,907
+16
+0.1% +$214 ﹤0.01% 1451
2023
Q2 		$262K Buy
20,891
+18
+0.1% +$210 ﹤0.01% 1512
2023
Q1 		$238K Buy
20,873
+35
+0.2% +$419 ﹤0.01% 1469
2022
Q4 		$238K Buy
+20,838
New +$240K 0.01% 1115

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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Advisors's MFIC Position: Q2 2026 in Review

NewEdge Advisors held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 2,455 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3293.

NewEdge Advisors first reported a position in MFIC in Q4 2022 and has held it in 15 quarters since. The position peaked at $332K in Q4 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • NewEdge Advisors held 2,455 shares of MidCap Financial Investment worth $24.7K as of Q2 2026.
  • NewEdge Advisors left its MidCap Financial Investment share count unchanged in Q2 2026.
  • MidCap Financial Investment made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3293 holding.
  • NewEdge Advisors first reported a position in MidCap Financial Investment in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's MidCap Financial Investment position peaked at $332K in Q4 2024.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.