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Onyx Bridge Wealth Group’s MidCap Financial Investment MFIC Stock Holding History

Onyx Bridge Wealth 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 		$188K Buy
18,637
+296
+2% +$3.25K 0.02% 366
2026
Q1 		$206K Buy
18,341
+249
+1% +$2.74K 0.02% 341
2025
Q4 		$207K Buy
18,092
+289
+2% +$3.43K 0.02% 338
2025
Q3 		$213K Buy
17,803
+264
+2% +$3.37K 0.02% 330
2025
Q2 		$221K Buy
17,539
+249
+1% +$3.05K 0.03% 268
2025
Q1 		$222K Buy
17,290
+230
+1% +$3.13K 0.03% 252
2024
Q4 		$230K Buy
17,060
+216
+1% +$2.93K 0.03% 239
2024
Q3 		$226K Sell
16,844
-142
-0.8% -$2K 0.03% 247
2024
Q2 		$257K Hold
16,986
– – 0.04% 216
2024
Q1 		$258K Sell
16,986
-2,665
-14% -$37.8K 0.05% 207
2023
Q4 		$269K Hold
19,651
– – 0.05% 202
2023
Q3 		$270K Sell
19,651
-4,465
-19% -$59.8K 0.06% 187
2023
Q2 		$303K Hold
24,116
– – 0.07% 173
2023
Q1 		$275K Hold
24,116
– – 0.11% 136
2022
Q4 		$286K Buy
24,116
+2,165
+10% +$24.9K 0.12% 124
2022
Q3 		$230K Sell
21,951
-2,665
-11% -$32.5K 0.1% 135
2022
Q2 		$278K Sell
24,616
-200
-0.8% -$2.44K 0.12% 110
2022
Q1 		$319K Hold
24,816
– – 0.12% 99
2021
Q4 		$324K Sell
24,816
-2,500
-9% -$32.8K 0.11% 106
2021
Q3 		$365K Hold
27,316
– – 0.14% 88
2021
Q2 		$371K Sell
27,316
-300
-1% -$4.3K 0.16% 69
2021
Q1 		$379K Hold
27,616
– – 0.19% 60
2020
Q4 		$293K Buy
+27,616
New +$268K 0.19% 49

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

Onyx Bridge Wealth Group's MFIC Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its MidCap Financial Investment (MFIC) stake by 1.6% in Q2 2026, buying an estimated $3.25K and bringing the position to 18,637 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #366.

Onyx Bridge Wealth Group first reported a position in MFIC in Q4 2020 and has held it in 23 quarters since. The position peaked at $379K in Q1 2021. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Onyx Bridge Wealth Group held 18,637 shares of MidCap Financial Investment worth $188K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 296 MidCap Financial Investment shares in Q2 2026, an estimated $3.25K.
  • MidCap Financial Investment made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #366 holding.
  • Onyx Bridge Wealth Group first reported a position in MidCap Financial Investment in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's MidCap Financial Investment position peaked at $379K in Q1 2021.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.