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Triumph Capital Management’s MidCap Financial Investment MFIC Stock Holding History

Triumph Capital 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
Q2 		$3.63K Hold
360
– – ﹤0.01% 1453
2026
Q1 		$4.05K Hold
360
– – ﹤0.01% 1378
2025
Q4 		$4.12K Buy
+360
New +$4.27K ﹤0.01% 1316

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

Triumph Capital Management's MFIC Position: Q2 2026 in Review

Triumph Capital Management held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 360 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Triumph Capital Management first reported a position in MFIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.12K in Q4 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Triumph Capital Management held 360 shares of MidCap Financial Investment worth $3.63K as of Q2 2026.
  • Triumph Capital Management left its MidCap Financial Investment share count unchanged in Q2 2026.
  • MidCap Financial Investment made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1453 holding.
  • Triumph Capital Management first reported a position in MidCap Financial Investment in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's MidCap Financial Investment position peaked at $4.12K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.