SignatureFD
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SignatureFD’s MidCap Financial Investment MFIC Stock Holding History

SignatureFD’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
Q3 		$17.3K Buy
1,985
+1,203
+154% +$11.5K ﹤0.01% 2485
2026
Q2 		$7.88K Sell
782
-550
-41% -$6.04K ﹤0.01% 2730
2026
Q1 		$15K Sell
1,332
-2,115
-61% -$23.3K ﹤0.01% 2336
2025
Q4 		$39.4K Buy
3,447
+60
+2% +$712 ﹤0.01% 1787
2025
Q3 		$40.6K Hold
3,387
– – ﹤0.01% 1747
2025
Q2 		$42.7K Buy
3,387
+1,590
+88% +$19.5K ﹤0.01% 1668
2025
Q1 		$23.1K Sell
1,797
-891
-33% -$12.1K ﹤0.01% 1994
2024
Q4 		$36.3K Buy
2,688
+415
+18% +$5.64K ﹤0.01% 1740
2024
Q3 		$30.4K Sell
2,273
-452
-17% -$6.38K ﹤0.01% 1840
2024
Q2 		$41.3K Hold
2,725
– – ﹤0.01% 1606
2024
Q1 		$41K Hold
2,725
– – ﹤0.01% 1652
2023
Q4 		$37.3K Buy
2,725
+664
+32% +$8.85K ﹤0.01% 1613
2023
Q3 		$28.3K Buy
2,061
+132
+7% +$1.77K ﹤0.01% 1671
2023
Q2 		$24.2K Sell
1,929
-46
-2% -$536 ﹤0.01% 1789
2023
Q1 		$22.5K Buy
1,975
+178
+10% +$2.13K ﹤0.01% 1803
2022
Q4 		$20.5K Sell
1,797
-11
-0.6% -$127 ﹤0.01% 1796
2022
Q3 		$18K Buy
1,808
+174
+11% +$2.12K ﹤0.01% 1789
2022
Q2 		$18K Buy
1,634
+200
+14% +$2.44K ﹤0.01% 1830
2022
Q1 		$19K Buy
1,434
+380
+36% +$5.04K ﹤0.01% 1860
2021
Q4 		$13K Sell
1,054
-2,255
-68% -$29.6K ﹤0.01% 1991
2021
Q3 		$43K Buy
3,309
+129
+4% +$1.76K ﹤0.01% 1390
2021
Q2 		$43K Buy
3,180
+2,415
+316% +$34.6K ﹤0.01% 1346
2021
Q1 		$10K Hold
765
– – ﹤0.01% 1856
2020
Q4 		$8K Sell
765
-83
-10% -$806 ﹤0.01% 1789
2020
Q3 		$7K Buy
848
+83
+11% +$768 ﹤0.01% 1777
2020
Q2 		$7K Buy
+765
New +$6.91K ﹤0.01% 1689
2014
Q2 		– Sell
-516
Closed -$13K – 955
2014
Q1 		$13K Buy
+516
New +$13.3K 0.01% 374

Other funds holding MFIC

Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Millennium Capital Advisors
Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

SignatureFD's MFIC Position: Q3 2026 in Review

SignatureFD increased its MidCap Financial Investment (MFIC) stake by 154% in Q3 2026, buying an estimated $11.5K and bringing the position to 1,985 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

SignatureFD first reported a position in MFIC in Q1 2014 and has held it in 27 quarters since. The position peaked at $43K in Q3 2021. 60 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

  • SignatureFD held 1,985 shares of MidCap Financial Investment worth $17.3K as of Q3 2026.
  • SignatureFD bought 1,203 MidCap Financial Investment shares in Q3 2026, an estimated $11.5K.
  • MidCap Financial Investment made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2485 holding.
  • SignatureFD first reported a position in MidCap Financial Investment in Q1 2014 and has held it in 27 quarters since.
  • SignatureFD's MidCap Financial Investment position peaked at $43K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.