Shufro Rose & Co’s MidCap Financial Investment MFIC Stock Holding History

Shufro Rose & Co’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	$376K	Hold	37,267	–	–	0.02%	222
2026 Q1	$419K	Hold	37,267	–	–	0.03%	200
2025 Q4	$426K	Sell	37,267 -4,567	-11%	-$54.2K	0.03%	194
2025 Q3	$538K	Hold	41,834	–	–	0.04%	173
2025 Q2	$538K	Sell	41,834 -2,308	-5%	-$28.3K	0.04%	171
2025 Q1	$568K	Sell	44,142 -290	-0.7%	-$3.94K	0.04%	168
2024 Q4	$599K	Buy	+44,432	New	+$603K	0.05%	152

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

Shufro Rose & Co's MFIC Position: Q2 2026 in Review

Shufro Rose & Co held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 37,267 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #222.

Shufro Rose & Co first reported a position in MFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $599K in Q4 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Shufro Rose & Co held 37,267 shares of MidCap Financial Investment worth $376K as of Q2 2026.
Shufro Rose & Co left its MidCap Financial Investment share count unchanged in Q2 2026.
MidCap Financial Investment made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #222 holding.
Shufro Rose & Co first reported a position in MidCap Financial Investment in Q4 2024 and has held it in 7 quarters since.
Shufro Rose & Co's MidCap Financial Investment position peaked at $599K in Q4 2024.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.