Redmont Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History

Redmont Wealth Advisors’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
2025 Q4	$63.8K	Sell	5,574 -7,480	-57%	-$88.8K	0.1%	85
2025 Q3	$157K	Hold	13,054	–	–	0.22%	68
2025 Q2	$165K	Hold	13,054	–	–	0.24%	65
2025 Q1	$168K	Hold	13,054	–	–	0.33%	58
2024 Q4	$176K	Hold	13,054	–	–	0.3%	63
2024 Q3	$175K	Buy	+13,054	New	+$184K	0.27%	67

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Redmont Wealth Advisors's MFIC Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its MidCap Financial Investment (MFIC) stake by 57% in Q4 2025, selling an estimated $88.8K and leaving 5,574 shares worth $63.8K. The position accounts for 0.1% of the portfolio, ranked #85.

Redmont Wealth Advisors first reported a position in MFIC in Q3 2024 and has held it in 6 quarters since. The position peaked at $176K in Q4 2024. 192 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

Redmont Wealth Advisors held 5,574 shares of MidCap Financial Investment worth $63.8K as of Q4 2025.
Redmont Wealth Advisors sold 7,480 MidCap Financial Investment shares in Q4 2025, an estimated $88.8K.
MidCap Financial Investment made up 0.1% of Redmont Wealth Advisors's portfolio in Q4 2025, its #85 holding.
Redmont Wealth Advisors first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 6 quarters since.
Redmont Wealth Advisors's MidCap Financial Investment position peaked at $176K in Q4 2024.
192 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.