Stratos Wealth Partners
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Stratos Wealth Partners’s MidCap Financial Investment MFIC Stock Holding History

Stratos Wealth 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
Q3 		$1.26M Buy
144,276
+122,076
+550% +$1.16M 0.01% 756
2026
Q2 		$224K Sell
22,200
-133
-0.6% -$1.46K ﹤0.01% 1569
2026
Q1 		$251K Buy
22,333
+133
+0.6% +$1.47K ﹤0.01% 1423
2025
Q4 		$254K Buy
22,200
+6,600
+42% +$78.3K ﹤0.01% 1383
2025
Q3 		$187K Buy
+15,600
New +$199K ﹤0.01% 1487
2018
Q4 		– Sell
-2,755
Closed -$45K – 1814
2018
Q3 		$45K Buy
+2,755
New +$46.9K ﹤0.01% 1508
2018
Q2 		– Sell
-2,533
Closed -$40K – 1925
2018
Q1 		$40K Buy
2,533
+111
+5% +$1.84K ﹤0.01% 1692
2017
Q4 		$41K Buy
+2,422
New +$43.4K ﹤0.01% 1610
2016
Q4 		– Sell
-4,284
Closed -$75K – 751
2016
Q3 		$75K Hold
4,284
– – 0.01% 660
2016
Q2 		$71K Sell
4,284
-334
-7% -$5.59K 0.01% 608
2016
Q1 		$77K Buy
4,618
+234
+5% +$3.61K 0.01% 561
2015
Q4 		$69K Sell
4,384
-2,150
-33% -$36.8K 0.01% 567
2015
Q3 		$107K Buy
+6,534
New +$129K 0.01% 514
2014
Q4 		– Sell
-5,418
Closed -$133K – 522
2014
Q3 		$133K Buy
+5,418
New +$140K 0.03% 299

Other funds holding MFIC

Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.51B AUM 25.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 34.85% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Stratos Wealth Partners's MFIC Position: Q3 2026 in Review

Stratos Wealth Partners increased its MidCap Financial Investment (MFIC) stake by 550% in Q3 2026, buying an estimated $1.16M and bringing the position to 144,276 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #756.

Stratos Wealth Partners first reported a position in MFIC in Q3 2014 and has held it in 14 quarters since. 136 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

  • Stratos Wealth Partners held 144,276 shares of MidCap Financial Investment worth $1.26M as of Q3 2026.
  • Stratos Wealth Partners bought 122,076 MidCap Financial Investment shares in Q3 2026, an estimated $1.16M.
  • MidCap Financial Investment made up 0.01% of Stratos Wealth Partners's portfolio in Q3 2026, its #756 holding.
  • Stratos Wealth Partners first reported a position in MidCap Financial Investment in Q3 2014 and has held it in 14 quarters since.
  • 136 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.