PIA
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Panoramic Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

Panoramic 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 		$603K Hold
53,630
– – 0.33% 67
2025
Q4 		$614K Hold
53,630
– – 0.33% 63
2025
Q3 		$643K Hold
53,630
– – 0.36% 57
2025
Q2 		$677K Hold
53,630
– – 0.42% 52
2025
Q1 		$690K Hold
53,630
– – 0.47% 52
2024
Q4 		$723K Hold
53,630
– – 0.47% 50
2024
Q3 		$718K Buy
+53,630
New +$757K 0.5% 49
2024
Q1 		$807K Hold
53,630
– – 0.59% 43
2023
Q4 		$734K Hold
53,630
– – 0.63% 44
2023
Q3 		$737K Buy
+53,630
New +$718K 0.68% 42
2022
Q4 		$611K Buy
+53,630
New +$618K 0.63% 44

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 $5.99B AUM 23.97% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B 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 $564B 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