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Principal Securities’s MidCap Financial Investment MFIC Stock Holding History

Principal Securities’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 		$510K Buy
45,418
+3,283
+8% +$36.2K 0.01% 981
2025
Q4 		$482K Buy
42,135
+1,785
+4% +$21.2K 0.01% 951
2025
Q3 		$484K Buy
40,350
+3,351
+9% +$42.8K 0.01% 921
2025
Q2 		$467K Buy
36,999
+10,072
+37% +$124K 0.01% 890
2025
Q1 		$363K Hold
26,927
– – 0.01% 893
2024
Q4 		$363K Buy
26,927
+5,362
+25% +$72.8K 0.01% 888
2024
Q3 		$289K Buy
21,565
+21,456
+19,684% +$303K 0.01% 949
2024
Q2 		$1.65K Hold
109
– – ﹤0.01% 2963
2024
Q1 		$1.64K Hold
109
– – ﹤0.01% 2925
2023
Q4 		$1.49K Buy
+109
New +$1.45K ﹤0.01% 2874

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 $653B AUM 32.41% 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