Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s MidCap Financial Investment MFIC Stock Holding History

Sumitomo Mitsui Trust Group’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 		$5.54M Hold
549,575
– – ﹤0.01% 716
2026
Q1 		$6.18M Hold
549,575
– – ﹤0.01% 704
2025
Q4 		$6.29M Buy
549,575
+46,224
+9% +$548K ﹤0.01% 716
2025
Q3 		$6.04M Buy
503,351
+168,357
+50% +$2.15M ﹤0.01% 716
2025
Q2 		$4.23M Buy
334,994
+102,410
+44% +$1.26M ﹤0.01% 732
2025
Q1 		$2.99M Buy
232,584
+44,385
+24% +$603K ﹤0.01% 772
2024
Q4 		$2.54M Buy
188,199
+7,443
+4% +$101K ﹤0.01% 801
2024
Q3 		$2.42M Buy
180,756
+946
+0.5% +$13.4K ﹤0.01% 815
2024
Q2 		$2.72M Sell
179,810
-2,320
-1% -$35.5K ﹤0.01% 804
2024
Q1 		$2.74M Buy
182,130
+1,057
+0.6% +$15K ﹤0.01% 869
2023
Q4 		$2.48M Buy
181,073
+13,562
+8% +$181K ﹤0.01% 883
2023
Q3 		$2.3M Sell
167,511
-14,774
-8% -$198K ﹤0.01% 899
2023
Q2 		$2.29M Sell
182,285
-27,922
-13% -$326K ﹤0.01% 910
2023
Q1 		$2.4M Sell
210,207
-37,350
-15% -$448K ﹤0.01% 897
2022
Q4 		$2.82M Sell
247,557
-8,353
-3% -$96.2K ﹤0.01% 897
2022
Q3 		$2.62M Sell
255,910
-35,325
-12% -$430K ﹤0.01% 919
2022
Q2 		$3.14M Sell
291,235
-31,001
-10% -$379K ﹤0.01% 908
2022
Q1 		$4.26M Sell
322,236
-21,812
-6% -$290K ﹤0.01% 871
2021
Q4 		$4.4M Sell
344,048
-25,398
-7% -$334K ﹤0.01% 844
2021
Q3 		$4.79M Hold
369,446
– – ﹤0.01% 843
2021
Q2 		$5.04M Sell
369,446
-22,426
-6% -$321K ﹤0.01% 852
2021
Q1 		$5.38M Hold
391,872
– – ﹤0.01% 839
2020
Q4 		$4.16M Sell
391,872
-32,911
-8% -$319K ﹤0.01% 847
2020
Q3 		$3.51M Sell
424,783
-51,621
-11% -$477K ﹤0.01% 844
2020
Q2 		$4.56M Sell
476,404
-30,644
-6% -$277K ﹤0.01% 800
2020
Q1 		$3.42M Buy
+507,048
New +$7.56M ﹤0.01% 817
2018
Q4 		– Sell
-4,045
Closed -$66K – 929
2018
Q3 		$66K Hold
4,045
– – ﹤0.01% 894
2018
Q2 		$68K Sell
4,045
-506
-11% -$8.41K ﹤0.01% 901
2018
Q1 		$71K Sell
4,551
-289
-6% -$4.8K ﹤0.01% 901
2017
Q4 		$82K Hold
4,840
– – ﹤0.01% 900
2017
Q3 		$89K Sell
4,840
-109
-2% -$2.03K ﹤0.01% 902
2017
Q2 		$95K Buy
4,949
+109
+2% +$2.12K ﹤0.01% 889
2017
Q1 		$95K Buy
4,840
+1,196
+33% +$22.2K ﹤0.01% 879
2016
Q4 		$64K Buy
3,644
+63
+2% +$1.13K ﹤0.01% 883
2016
Q3 		$62K Buy
3,581
+54
+2% +$947 ﹤0.01% 861
2016
Q2 		$59K Hold
3,527
– – ﹤0.01% 860
2016
Q1 		$59K Buy
+3,527
New +$54.4K ﹤0.01% 875
2014
Q4 		– Sell
-3,645
Closed -$89K – 889
2014
Q3 		$89K Hold
3,645
– – ﹤0.01% 839
2014
Q2 		$94K Buy
+3,645
New +$89.8K ﹤0.01% 799

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

Sumitomo Mitsui Trust Group's MFIC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 549,575 shares worth $5.54M. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Sumitomo Mitsui Trust Group first reported a position in MFIC in Q2 2014 and has held it in 39 quarters since. The position peaked at $6.29M in Q4 2025. 50 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 549,575 shares of MidCap Financial Investment worth $5.54M as of Q2 2026.
  • Sumitomo Mitsui Trust Group left its MidCap Financial Investment share count unchanged in Q2 2026.
  • MidCap Financial Investment made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #716 holding.
  • Sumitomo Mitsui Trust Group first reported a position in MidCap Financial Investment in Q2 2014 and has held it in 39 quarters since.
  • Sumitomo Mitsui Trust Group's MidCap Financial Investment position peaked at $6.29M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.