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TCFG Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

TCFG Investment Advisors’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 		$408K Sell
40,474
-1,875
-4% -$20.6K 0.14% 169
2026
Q1 		$476K Buy
+42,349
New +$467K 0.18% 131

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCFG Investment Advisors's MFIC Position: Q2 2026 in Review

TCFG Investment Advisors reduced its MidCap Financial Investment (MFIC) stake by 4.4% in Q2 2026, selling an estimated $20.6K and leaving 40,474 shares worth $408K. The position accounts for 0.14% of the portfolio, ranked #169.

TCFG Investment Advisors first reported a position in MFIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $476K in Q1 2026. 166 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • TCFG Investment Advisors held 40,474 shares of MidCap Financial Investment worth $408K as of Q2 2026.
  • TCFG Investment Advisors sold 1,875 MidCap Financial Investment shares in Q2 2026, an estimated $20.6K.
  • MidCap Financial Investment made up 0.14% of TCFG Investment Advisors's portfolio in Q2 2026, its #169 holding.
  • TCFG Investment Advisors first reported a position in MidCap Financial Investment in Q1 2026 and has held it in 2 quarters since.
  • TCFG Investment Advisors's MidCap Financial Investment position peaked at $476K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.