Summit Securities Group’s MidCap Financial Investment MFIC Stock Holding History

Summit Securities 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 Q3	$15.3K	Buy	+1,756	New	+$16.7K	﹤0.01%	755
2021 Q1	–	Sell	-12,700	Closed	-$135K	–	701
2020 Q4	$135K	Buy	+12,700	New	+$123K	0.01%	531
2015 Q4	–	Sell	-100	Closed	-$2K	–	383
2015 Q3	$2K	Buy	+100	New	+$1.98K	﹤0.01%	311
2014 Q4	–	Sell	-5,033	Closed	-$123K	–	679
2014 Q3	$123K	Buy	5,033 +3,800	+308%	+$98.4K	0.04%	271
2014 Q2	$32K	Buy	+1,233	New	+$30.4K	0.01%	334

Other funds holding MFIC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Securities Group's MFIC Position: Q3 2026 in Review

Summit Securities Group opened a new position in MidCap Financial Investment (MFIC) in Q3 2026: 1,756 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in MFIC as recently as Q4 2020.

Summit Securities Group first reported a position in MFIC in Q2 2014 and has held it in 5 quarters since. The position peaked at $135K in Q4 2020. 91 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

Summit Securities Group held 1,756 shares of MidCap Financial Investment worth $15.3K as of Q3 2026.
MidCap Financial Investment was a new Summit Securities Group position in Q3 2026.
MidCap Financial Investment made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #755 holding.
Summit Securities Group first reported a position in MidCap Financial Investment in Q2 2014 and has held it in 5 quarters since.
Summit Securities Group's MidCap Financial Investment position peaked at $135K in Q4 2020.
91 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.