OFS
MFIC icon

Orrstown Financial Services’s MidCap Financial Investment MFIC Stock Holding History

Orrstown Financial Services’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
-13,640
Closed -$156K – 120
2025
Q4 		$156K Hold
13,640
– – 0.03% 118
2025
Q3 		$164K Hold
13,640
– – 0.03% 127
2025
Q2 		$172K Hold
13,640
– – 0.04% 141
2025
Q1 		$175K Hold
13,640
– – 0.04% 128
2024
Q4 		$184K Hold
13,640
– – 0.05% 133
2024
Q3 		$183K Buy
+13,640
New +$193K 0.05% 141

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 $370M AUM 13.07% 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

Orrstown Financial Services's MFIC Position: Q1 2026 in Review

Orrstown Financial Services sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 13,640 shares — an estimated $156K sold.

Orrstown Financial Services first reported a position in MFIC in Q3 2024 and held it in 6 quarters. The position peaked at $184K in Q4 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Orrstown Financial Services reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
  • Orrstown Financial Services sold 13,640 MidCap Financial Investment shares in Q1 2026, an estimated $156K.
  • Orrstown Financial Services first reported a position in MidCap Financial Investment in Q3 2024 and held it in 6 quarters.
  • Orrstown Financial Services's MidCap Financial Investment position peaked at $184K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Orrstown Financial Services's 13F filing for Q1 2026, filed 8 Apr 2026.