TFG
MDV

Team Financial Group’s Modiv Industrial MDV Stock Holding History

Team Financial Group’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-182
Closed -$2.61K – 175
2026
Q1 		$2.61K Buy
182
+3
+2% +$45 ﹤0.01% 246
2025
Q4 		$2.57K Buy
179
+4
+2% +$58 ﹤0.01% 237
2025
Q3 		$2.56K Buy
175
+3
+2% +$44 ﹤0.01% 232
2025
Q2 		$2.42K Buy
+172
New +$2.55K ﹤0.01% 229
2024
Q1 		– Sell
-167
Closed -$2.29K – 140
2023
Q4 		$2.29K Buy
167
+3
+2% +$42 ﹤0.01% 179
2023
Q3 		$2.53K Buy
+164
New +$2.08K ﹤0.01% 172

Other funds holding MDV

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Team Financial Group's MDV Position: Q2 2026 in Review

Team Financial Group sold out of Modiv Industrial (MDV) in Q2 2026, closing a stake of 182 shares — an estimated $2.61K sold.

Team Financial Group first reported a position in MDV in Q3 2023 and held it in 6 quarters. The position peaked at $2.61K in Q1 2026. 8 funds tracked by Wall St. Rank hold MDV as of Q2 2026.

  • Team Financial Group reported no remaining Modiv Industrial position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 182 Modiv Industrial shares in Q2 2026, an estimated $2.61K.
  • Team Financial Group first reported a position in Modiv Industrial in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Modiv Industrial position peaked at $2.61K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.