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Truist Financial’s
MidCap Financial Investment
MFIC
Stock Holding History
Truist Financial’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
$245K
Buy
21,778
+2,528
+13%
+$27.9K
﹤0.01%
2529
2025
Q4
$220K
Sell
19,250
-7,200
-27%
-$85.4K
﹤0.01%
2550
2025
Q3
$317K
Buy
26,450
+600
+2%
+$7.66K
﹤0.01%
2276
2025
Q2
$326K
Sell
25,850
-1,800
-7%
-$22.1K
﹤0.01%
2167
2025
Q1
$356K
Hold
27,650
–
–
﹤0.01%
2061
2024
Q4
$373K
Sell
27,650
-3,385
-11%
-$46K
﹤0.01%
2038
2024
Q3
$416K
Buy
31,035
+2,264
+8%
+$32K
﹤0.01%
1961
2024
Q2
$436K
Buy
28,771
+7,200
+33%
+$110K
﹤0.01%
2052
2024
Q1
$324K
Buy
21,571
+649
+3%
+$9.2K
﹤0.01%
2248
2023
Q4
$286K
Buy
+20,922
New
+$279K
﹤0.01%
2330
2020
Q2
–
Sell
-15,048
Closed
-$102K
–
2518
2020
Q1
$102K
Buy
+15,048
New
+$224K
﹤0.01%
2247
Other funds holding MFIC
TIM
Thornburg Investment Management
Santa Fe, New Mexico
$9.63B AUM
35.65%
1-Year Est. Return
AMH
Apollo Management Holdings
New York
$5.99B AUM
23.97%
1-Year Est. Return
SFM
Soros Fund Management
New York
$7.29B AUM
30.69%
1-Year Est. Return
NCM
Next Capital Management
New York
$330M AUM
11.54%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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