Parkside Financial Bank & Trust’s MidCap Financial Investment MFIC Stock Holding History

Parkside Financial Bank & Trust’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	$89.5K	Buy	7,965 +214	+3%	+$2.36K	0.01%	726
2025 Q4	$88.7K	Buy	7,751 +248	+3%	+$2.94K	0.01%	733
2025 Q3	$90K	Buy	7,503 +227	+3%	+$2.9K	0.01%	706
2025 Q2	$91.8K	Buy	7,276 +212	+3%	+$2.6K	0.01%	689
2025 Q1	$90.8K	Buy	7,064 +198	+3%	+$2.69K	0.01%	616
2024 Q4	$92.6K	Buy	6,866 +185	+3%	+$2.51K	0.01%	600
2024 Q3	$89.5K	Buy	6,681 +181	+3%	+$2.56K	0.01%	581
2024 Q2	$98.4K	Buy	6,500 +158	+2%	+$2.42K	0.02%	531
2024 Q1	$95.4K	Buy	6,342 +156	+3%	+$2.21K	0.02%	548
2023 Q4	$84.6K	Buy	6,186 +165	+3%	+$2.2K	0.02%	529
2023 Q3	$82.8K	Buy	6,021 +2,335	+63%	+$31.3K	0.02%	468
2023 Q2	$46.3K	Buy	3,686 +107	+3%	+$1.25K	0.01%	642
2023 Q1	$40.8K	Buy	3,579 +218	+6%	+$2.61K	0.01%	661
2022 Q4	$38.3K	Buy	3,361 +99	+3%	+$1.14K	0.01%	655
2022 Q3	$33K	Buy	3,262 +88	+3%	+$1.07K	0.01%	631
2022 Q2	$34K	Buy	3,174 +72	+2%	+$880	0.01%	645
2022 Q1	$41K	Buy	+3,102	New	+$41.2K	0.01%	599
2016 Q1	–	Sell	-533	Closed	-$8K	–	1076
2015 Q4	$8K	Buy	533 +306	+135%	+$5.24K	﹤0.01%	705
2015 Q3	$4K	Buy	+227	New	+$4.49K	﹤0.01%	813

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Parkside Financial Bank & Trust's MFIC Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its MidCap Financial Investment (MFIC) stake by 2.8% in Q1 2026, buying an estimated $2.36K and bringing the position to 7,965 shares worth $89.5K. The position accounts for 0.01% of the portfolio, ranked #726.

Parkside Financial Bank & Trust first reported a position in MFIC in Q3 2015 and has held it in 19 quarters since. The position peaked at $98.4K in Q2 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Parkside Financial Bank & Trust held 7,965 shares of MidCap Financial Investment worth $89.5K as of Q1 2026.
Parkside Financial Bank & Trust bought 214 MidCap Financial Investment shares in Q1 2026, an estimated $2.36K.
MidCap Financial Investment made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #726 holding.
Parkside Financial Bank & Trust first reported a position in MidCap Financial Investment in Q3 2015 and has held it in 19 quarters since.
Parkside Financial Bank & Trust's MidCap Financial Investment position peaked at $98.4K in Q2 2024.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.