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SharpePoint’s MidCap Financial Investment MFIC Stock Holding History

SharpePoint’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 		$1.33M Buy
132,029
+7,852
+6% +$86.3K 0.67% 49
2026
Q1 		$1.4M Buy
124,177
+20,608
+20% +$227K 0.83% 46
2025
Q4 		$1.18M Buy
103,569
+19,194
+23% +$228K 0.71% 47
2025
Q3 		$1.01M Buy
84,375
+3,812
+5% +$48.6K 0.91% 39
2025
Q2 		$1.02M Buy
80,563
+11,993
+17% +$147K 1.05% 38
2025
Q1 		$826K Buy
68,570
+12,651
+23% +$172K 0.72% 48
2024
Q4 		$754K Buy
+55,919
New +$759K 0.68% 43

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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SharpePoint's MFIC Position: Q2 2026 in Review

SharpePoint increased its MidCap Financial Investment (MFIC) stake by 6.3% in Q2 2026, buying an estimated $86.3K and bringing the position to 132,029 shares worth $1.33M. The position accounts for 0.67% of the portfolio, ranked #49.

SharpePoint first reported a position in MFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2026. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • SharpePoint held 132,029 shares of MidCap Financial Investment worth $1.33M as of Q2 2026.
  • SharpePoint bought 7,852 MidCap Financial Investment shares in Q2 2026, an estimated $86.3K.
  • MidCap Financial Investment made up 0.67% of SharpePoint's portfolio in Q2 2026, its #49 holding.
  • SharpePoint first reported a position in MidCap Financial Investment in Q4 2024 and has held it in 7 quarters since.
  • SharpePoint's MidCap Financial Investment position peaked at $1.4M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on SharpePoint's 13F filing for Q2 2026, filed 29 Jul 2026.