TI
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TrueMark Investments’s MidCap Financial Investment MFIC Stock Holding History

TrueMark Investments’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 		– Sell
-24,108
Closed -$276K – 229
2025
Q4 		$276K Buy
+24,108
New +$286K 0.05% 183

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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

TrueMark Investments's MFIC Position: Q1 2026 in Review

TrueMark Investments sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 24,108 shares — an estimated $276K sold.

TrueMark Investments first reported a position in MFIC in Q4 2025 and held it in 1 quarter. The position peaked at $276K in Q4 2025. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • TrueMark Investments reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 24,108 MidCap Financial Investment shares in Q1 2026, an estimated $276K.
  • TrueMark Investments first reported a position in MidCap Financial Investment in Q4 2025 and held it in 1 quarter.
  • TrueMark Investments's MidCap Financial Investment position peaked at $276K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.