MFIC — MIDCAP FINANCIAL INVSTMNT CO

Ownership history in Accel Wealth Management  ·  6 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in MIDCAP FINANCIAL INVSTMNT CO (MFIC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2024 Q4)
Avg. % of fund
0.06%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,000 -2,731 -19.9% 0.04% $132K $11.27
2025 Q2 ADDED 13,731 +80 +0.6% 0.06% $173K $11.51
2025 Q1 ADDED 13,651 +1,074 +8.5% 0.06% $176K $11.39
2024 Q4 ADDED 12,577 +69 +0.6% 0.06% $170K $11.60
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MFIC price (monthly, adj. close)

Other funds also holding MFIC

As of 2025 Q4 — sorted by position size

Next Capital Management LLC 3Y 7Y 5.44% North Ground Capital 3.7% CURA WEALTH ADVISORS, LLC 2.78% Muzinich & Co., Inc. 3Y 7Y 2.57% Diameter Capital Partners LP 3Y 7Y 1.06% Garner Asset Management Corp 3Y 7Y 0.65% Alpine Global Management, LLC 3Y 7Y 0.62% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 0.45% Callodine Capital Management, LP 3Y 7Y 0.44% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.42%
← Back to Accel Wealth Management Holdings