&Partners’s MidCap Financial Investment MFIC Stock Holding History

&Partners’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	$243K	Buy	24,077 +6,412	+36%	+$70.5K	﹤0.01%	2264
2026 Q1	$199K	Buy	17,665 +1,013	+6%	+$11.2K	﹤0.01%	2251
2025 Q4	$175K	Buy	16,652 +2,031	+14%	+$24.1K	﹤0.01%	2153
2025 Q3	$175K	Sell	14,621 -24,003	-62%	-$306K	﹤0.01%	1984
2025 Q2	$487K	Buy	38,624 +5,880	+18%	+$72.1K	﹤0.01%	1375
2025 Q1	$427K	Buy	32,744 +13,634	+71%	+$185K	﹤0.01%	1209
2024 Q4	$260K	Buy	+19,110	New	+$259K	﹤0.01%	1410

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

&Partners's MFIC Position: Q2 2026 in Review

&Partners increased its MidCap Financial Investment (MFIC) stake by 36% in Q2 2026, buying an estimated $70.5K and bringing the position to 24,077 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

&Partners first reported a position in MFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $487K in Q2 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

&Partners held 24,077 shares of MidCap Financial Investment worth $243K as of Q2 2026.
&Partners bought 6,412 MidCap Financial Investment shares in Q2 2026, an estimated $70.5K.
MidCap Financial Investment made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2264 holding.
&Partners first reported a position in MidCap Financial Investment in Q4 2024 and has held it in 7 quarters since.
&Partners's MidCap Financial Investment position peaked at $487K in Q2 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.