Virtus Investment Advisers’s MidCap Financial Investment MFIC Stock Holding History

Virtus Investment Advisers’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	$434K	Sell	43,045 -12,167	-22%	-$134K	0.1%	237
2026 Q1	$621K	Sell	55,212 -5,024	-8%	-$55.4K	0.17%	189
2025 Q4	$689K	Sell	60,236 -9,997	-14%	-$119K	0.19%	172
2025 Q3	$842K	Buy	70,233 +720	+1%	+$9.19K	0.24%	153
2025 Q2	$877K	Sell	69,513 -1,585	-2%	-$19.4K	0.3%	150
2025 Q1	$914K	Buy	+71,098	New	+$967K	0.25%	174

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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Virtus Investment Advisers's MFIC Position: Q2 2026 in Review

Virtus Investment Advisers reduced its MidCap Financial Investment (MFIC) stake by 22% in Q2 2026, selling an estimated $134K and leaving 43,045 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #237.

Virtus Investment Advisers first reported a position in MFIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $914K in Q1 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Virtus Investment Advisers held 43,045 shares of MidCap Financial Investment worth $434K as of Q2 2026.
Virtus Investment Advisers sold 12,167 MidCap Financial Investment shares in Q2 2026, an estimated $134K.
MidCap Financial Investment made up 0.1% of Virtus Investment Advisers's portfolio in Q2 2026, its #237 holding.
Virtus Investment Advisers first reported a position in MidCap Financial Investment in Q1 2025 and has held it in 6 quarters since.
Virtus Investment Advisers's MidCap Financial Investment position peaked at $914K in Q1 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.