Shade Tree Advisors’s MidCap Financial Investment MFIC Stock Holding History

Shade Tree 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
2026 Q1	–	Sell	-17,099	Closed	-$196K	–	35
2025 Q4	$196K	Buy	+17,099	New	+$203K	0.15%	38

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

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

NCM

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Shade Tree Advisors's MFIC Position: Q1 2026 in Review

Shade Tree Advisors sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 17,099 shares — an estimated $196K sold.

Shade Tree Advisors first reported a position in MFIC in Q4 2025 and held it in 1 quarter. The position peaked at $196K in Q4 2025. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Shade Tree Advisors reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
Shade Tree Advisors sold 17,099 MidCap Financial Investment shares in Q1 2026, an estimated $196K.
Shade Tree Advisors first reported a position in MidCap Financial Investment in Q4 2025 and held it in 1 quarter.
Shade Tree Advisors's MidCap Financial Investment position peaked at $196K in Q4 2025.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.