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 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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Stratos Wealth Partners's MFIC Position: Q1 2026 in Review

Stratos Wealth Partners increased its MidCap Financial Investment (MFIC) stake by 0.6% in Q1 2026, buying an estimated $1.47K and bringing the position to 22,333 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Stratos Wealth Partners first reported a position in MFIC in Q3 2014 and has held it in 12 quarters since. The position peaked at $254K in Q4 2025. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Stratos Wealth Partners held 22,333 shares of MidCap Financial Investment worth $251K as of Q1 2026.
Stratos Wealth Partners bought 133 MidCap Financial Investment shares in Q1 2026, an estimated $1.47K.
MidCap Financial Investment made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1423 holding.
Stratos Wealth Partners first reported a position in MidCap Financial Investment in Q3 2014 and has held it in 12 quarters since.
Stratos Wealth Partners's MidCap Financial Investment position peaked at $254K in Q4 2025.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.