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 Q2	$547K	Buy	54,303 +8,885	+20%	+$97.6K	0.01%	1039
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 $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

Principal Securities's MFIC Position: Q2 2026 in Review

Principal Securities increased its MidCap Financial Investment (MFIC) stake by 20% in Q2 2026, buying an estimated $97.6K and bringing the position to 54,303 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #1039.

Principal Securities first reported a position in MFIC in Q4 2023 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Principal Securities held 54,303 shares of MidCap Financial Investment worth $547K as of Q2 2026.
Principal Securities bought 8,885 MidCap Financial Investment shares in Q2 2026, an estimated $97.6K.
MidCap Financial Investment made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1039 holding.
Principal Securities first reported a position in MidCap Financial Investment in Q4 2023 and has held it in 11 quarters since.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.