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Security National Bank’s MidCap Financial Investment MFIC Stock Holding History

Security National Bank’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 		– Sell
-6,044
Closed -$72.5K – 386
2025
Q3 		$72.5K Hold
6,044
– – 0.01% 212
2025
Q2 		$76.3K Buy
6,044
+348
+6% +$4.27K 0.01% 187
2025
Q1 		$73.3K Buy
5,696
+145
+3% +$1.97K 0.01% 187
2024
Q4 		$74.9K Hold
5,551
– – 0.01% 176
2024
Q3 		$74.3K Buy
5,551
+1
+0% +$14 0.01% 174
2024
Q2 		$84K Hold
5,550
– – 0.01% 158
2024
Q1 		$83.5K Hold
5,550
– – 0.01% 158
2023
Q4 		$75.9K Buy
+5,550
New +$73.9K 0.02% 170

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 $7.6B AUM 23.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Security National Bank's MFIC Position: Q4 2025 in Review

Security National Bank sold out of MidCap Financial Investment (MFIC) in Q4 2025, closing a stake of 6,044 shares — an estimated $72.5K sold.

Security National Bank first reported a position in MFIC in Q4 2023 and held it in 8 quarters. The position peaked at $84K in Q2 2024. 193 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • Security National Bank reported no remaining MidCap Financial Investment position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 6,044 MidCap Financial Investment shares in Q4 2025, an estimated $72.5K.
  • Security National Bank first reported a position in MidCap Financial Investment in Q4 2023 and held it in 8 quarters.
  • Security National Bank's MidCap Financial Investment position peaked at $84K in Q2 2024.
  • 193 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.