Truist Financial
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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
Q2 		$263K Buy
26,127
+4,349
+20% +$47.8K ﹤0.01% 2609
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 – 2517
2020
Q1 		$102K Buy
+15,048
New +$224K ﹤0.01% 2247

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

Truist Financial's MFIC Position: Q2 2026 in Review

Truist Financial increased its MidCap Financial Investment (MFIC) stake by 20% in Q2 2026, buying an estimated $47.8K and bringing the position to 26,127 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Truist Financial first reported a position in MFIC in Q1 2020 and has held it in 12 quarters since. The position peaked at $436K in Q2 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Truist Financial held 26,127 shares of MidCap Financial Investment worth $263K as of Q2 2026.
  • Truist Financial bought 4,349 MidCap Financial Investment shares in Q2 2026, an estimated $47.8K.
  • MidCap Financial Investment made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2609 holding.
  • Truist Financial first reported a position in MidCap Financial Investment in Q1 2020 and has held it in 12 quarters since.
  • Truist Financial's MidCap Financial Investment position peaked at $436K in Q2 2024.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.