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Sound Income Strategies’s MidCap Financial Investment MFIC Stock Holding History

Sound Income Strategies’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
-2,989
Closed -$33.6K – 1623
2026
Q1 		$33.6K Hold
2,989
– – ﹤0.01% 973
2025
Q4 		$34.6K Buy
2,989
+1,871
+167% +$22.2K ﹤0.01% 935
2025
Q3 		$12.9K Buy
+1,118
New +$14.3K ﹤0.01% 936

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Sound Income Strategies's MFIC Position: Q2 2026 in Review

Sound Income Strategies sold out of MidCap Financial Investment (MFIC) in Q2 2026, closing a stake of 2,989 shares — an estimated $33.6K sold.

Sound Income Strategies first reported a position in MFIC in Q3 2025 and held it in 3 quarters. The position peaked at $34.6K in Q4 2025. 129 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Sound Income Strategies reported no remaining MidCap Financial Investment position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,989 MidCap Financial Investment shares in Q2 2026, an estimated $33.6K.
  • Sound Income Strategies first reported a position in MidCap Financial Investment in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's MidCap Financial Investment position peaked at $34.6K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.