TCFG Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

TCFG Wealth Management’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	$476K	Buy	42,349 +693	+2%	+$7.64K	0.18%	131
2025 Q4	$477K	Sell	41,656 -2,031	-5%	-$24.1K	0.19%	134
2025 Q3	$524K	Buy	43,687 +2,031	+5%	+$25.9K	0.21%	123
2025 Q2	$526K	Hold	41,656	–	–	0.24%	115
2025 Q1	$536K	Hold	41,656	–	–	0.27%	100
2024 Q4	$562K	Hold	41,656	–	–	0.28%	91
2024 Q3	$558K	Buy	+41,656	New	+$588K	0.28%	88

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

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

TCFG Wealth Management's MFIC Position: Q1 2026 in Review

TCFG Wealth Management increased its MidCap Financial Investment (MFIC) stake by 1.7% in Q1 2026, buying an estimated $7.64K and bringing the position to 42,349 shares worth $476K. The position accounts for 0.18% of the portfolio, ranked #131.

TCFG Wealth Management first reported a position in MFIC in Q3 2024 and has held it in 7 quarters since. The position peaked at $562K in Q4 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

TCFG Wealth Management held 42,349 shares of MidCap Financial Investment worth $476K as of Q1 2026.
TCFG Wealth Management bought 693 MidCap Financial Investment shares in Q1 2026, an estimated $7.64K.
MidCap Financial Investment made up 0.18% of TCFG Wealth Management's portfolio in Q1 2026, its #131 holding.
TCFG Wealth Management first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's MidCap Financial Investment position peaked at $562K in Q4 2024.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.