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OneDigital Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

OneDigital Investment 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
Q1 		$134K Hold
11,936
– – ﹤0.01% 1417
2025
Q4 		$137K Sell
11,936
-3,679
-24% -$43.7K ﹤0.01% 1461
2025
Q3 		$187K Sell
15,615
-3,332
-18% -$42.5K ﹤0.01% 1435
2025
Q2 		$239K Sell
18,947
-7,959
-30% -$97.6K ﹤0.01% 1297
2025
Q1 		$346K Sell
26,906
-4,652
-15% -$63.3K ﹤0.01% 1020
2024
Q4 		$426K Sell
31,558
-381
-1% -$5.17K ﹤0.01% 954
2024
Q3 		$428K Buy
+31,939
New +$451K ﹤0.01% 998

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

OneDigital Investment Advisors's MFIC Position: Q1 2026 in Review

OneDigital Investment Advisors held its MidCap Financial Investment (MFIC) position steady in Q1 2026 at 11,936 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

OneDigital Investment Advisors first reported a position in MFIC in Q3 2024 and has held it in 7 quarters since. The position peaked at $428K in Q3 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • OneDigital Investment Advisors held 11,936 shares of MidCap Financial Investment worth $134K as of Q1 2026.
  • OneDigital Investment Advisors left its MidCap Financial Investment share count unchanged in Q1 2026.
  • MidCap Financial Investment made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1417 holding.
  • OneDigital Investment Advisors first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 7 quarters since.
  • OneDigital Investment Advisors's MidCap Financial Investment position peaked at $428K in Q3 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.