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Pinnacle Wealth Planning Services’s MidCap Financial Investment MFIC Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$12.6K Hold
1,253
– – ﹤0.01% 1978
2026
Q1 		$14.1K Hold
1,253
– – ﹤0.01% 1867
2025
Q4 		$14.3K Buy
+1,253
New +$14.9K ﹤0.01% 1865

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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's MFIC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 1,253 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Pinnacle Wealth Planning Services first reported a position in MFIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.3K in Q4 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,253 shares of MidCap Financial Investment worth $12.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its MidCap Financial Investment share count unchanged in Q2 2026.
  • MidCap Financial Investment made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1978 holding.
  • Pinnacle Wealth Planning Services first reported a position in MidCap Financial Investment in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's MidCap Financial Investment position peaked at $14.3K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.