BOLTON SECURITIES CORPORATION’s MidCap Financial Investment MFIC Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	–	Sell	-2,144	Closed	-$21.6K	–	2307
2026 Q2	$21.6K	Sell	2,144 -1,100	-34%	-$12.1K	﹤0.01%	1603
2026 Q1	$36.5K	Buy	+3,244	New	+$35.8K	﹤0.01%	1304
2025 Q3	$38.9K	Buy	+3,244	New	+$41.4K	﹤0.01%	1200
2025 Q1	$14.1K	Buy	+1,100	New	+$15K	﹤0.01%	1353

Other funds holding MFIC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MFIC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of MidCap Financial Investment (MFIC) in Q3 2026, closing a stake of 2,144 shares — an estimated $21.6K sold.

BOLTON SECURITIES CORPORATION first reported a position in MFIC in Q1 2025 and held it in 4 quarters. The position peaked at $38.9K in Q3 2025. 104 funds tracked by Wall St. Rank hold MFIC as of Q3 2026.

BOLTON SECURITIES CORPORATION reported no remaining MidCap Financial Investment position as of Q3 2026 after selling out during the quarter.
BOLTON SECURITIES CORPORATION sold 2,144 MidCap Financial Investment shares in Q3 2026, an estimated $21.6K.
BOLTON SECURITIES CORPORATION first reported a position in MidCap Financial Investment in Q1 2025 and held it in 4 quarters.
BOLTON SECURITIES CORPORATION's MidCap Financial Investment position peaked at $38.9K in Q3 2025.
104 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.