Private Advisor Group’s MidCap Financial Investment MFIC Stock Holding History

Private Advisor Group’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	$169K	Buy	+16,773	New	+$184K	﹤0.01%	2388
2025 Q2	–	Sell	-10,869	Closed	-$140K	–	2540
2025 Q1	$140K	Hold	10,869	–	–	﹤0.01%	2160
2024 Q4	$147K	Sell	10,869 -9,301	-46%	-$126K	﹤0.01%	2142
2024 Q3	$270K	Buy	+20,170	New	+$285K	﹤0.01%	2016
2020 Q3	–	Sell	-5,634	Closed	-$54K	–	2684
2020 Q2	$54K	Buy	+5,634	New	+$50.9K	﹤0.01%	2060

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

Private Advisor Group's MFIC Position: Q2 2026 in Review

Private Advisor Group opened a new position in MidCap Financial Investment (MFIC) in Q2 2026: 16,773 shares worth $169K. The stake represents ﹤0.01% of the portfolio and ranks #2388 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in MFIC as recently as Q1 2025.

Private Advisor Group first reported a position in MFIC in Q2 2020 and has held it in 5 quarters since. The position peaked at $270K in Q3 2024. 168 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Private Advisor Group held 16,773 shares of MidCap Financial Investment worth $169K as of Q2 2026.
MidCap Financial Investment was a new Private Advisor Group position in Q2 2026.
MidCap Financial Investment made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2388 holding.
Private Advisor Group first reported a position in MidCap Financial Investment in Q2 2020 and has held it in 5 quarters since.
Private Advisor Group's MidCap Financial Investment position peaked at $270K in Q3 2024.
168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.