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 Q2	$411K	Sell	40,780 -12,850	-24%	-$141K	0.2%	86
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 $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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Panoramic Investment Advisors's MFIC Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its MidCap Financial Investment (MFIC) stake by 24% in Q2 2026, selling an estimated $141K and leaving 40,780 shares worth $411K. The position accounts for 0.2% of the portfolio, ranked #86.

Panoramic Investment Advisors first reported a position in MFIC in Q4 2022 and has held it in 12 quarters since. The position peaked at $807K in Q1 2024. 168 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Panoramic Investment Advisors held 40,780 shares of MidCap Financial Investment worth $411K as of Q2 2026.
Panoramic Investment Advisors sold 12,850 MidCap Financial Investment shares in Q2 2026, an estimated $141K.
MidCap Financial Investment made up 0.2% of Panoramic Investment Advisors's portfolio in Q2 2026, its #86 holding.
Panoramic Investment Advisors first reported a position in MidCap Financial Investment in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's MidCap Financial Investment position peaked at $807K in Q1 2024.
168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.