Stablepoint Partners’s MidCap Financial Investment MFIC Stock Holding History

Stablepoint Partners’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	-34,475	Closed	-$387K	–	265
2026 Q1	$387K	Buy	+34,475	New	+$380K	0.06%	208
2025 Q4	–	Sell	-10,255	Closed	-$123K	–	249
2025 Q3	$123K	Buy	+10,255	New	+$131K	0.02%	246
2025 Q1	–	Sell	-12,379	Closed	-$167K	–	244
2024 Q4	$167K	Hold	12,379	–	–	0.03%	237
2024 Q3	$166K	Hold	12,379	–	–	0.03%	236
2024 Q2	$180K	Hold	12,379	–	–	0.03%	236
2024 Q1	$186K	Buy	+12,379	New	+$176K	0.04%	231

Other funds holding MFIC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return