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Smallwood Wealth Investment Management’s MidCap Financial Investment MFIC Stock Holding History

Smallwood Wealth Investment Management’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 		– Sell
-1
Closed -$16 – 543
2026
Q1 		$16 Hold
1
– – ﹤0.01% 517
2025
Q4 		$16 Hold
1
– – ﹤0.01% 509
2025
Q3 		$17 Hold
1
– – ﹤0.01% 523
2025
Q2 		$17 Sell
1
-15
-94% -$184 ﹤0.01% 558
2025
Q1 		$216 Buy
+16
New +$218 ﹤0.01% 467

Other funds holding MFIC

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
S
SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Smallwood Wealth Investment Management's MFIC Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of MidCap Financial Investment (MFIC) in Q2 2026, closing a stake of 1 share — an estimated $16 sold.

Smallwood Wealth Investment Management first reported a position in MFIC in Q1 2025 and held it in 5 quarters. The position peaked at $216 in Q1 2025. 46 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining MidCap Financial Investment position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 1 MidCap Financial Investment share in Q2 2026, an estimated $16.
  • Smallwood Wealth Investment Management first reported a position in MidCap Financial Investment in Q1 2025 and held it in 5 quarters.
  • Smallwood Wealth Investment Management's MidCap Financial Investment position peaked at $216 in Q1 2025.
  • 46 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.