Farther Finance Advisors, LLC MFIC — MIDCAP FINANCIAL INVSTMNT CORP COM NEW

Ownership history in Farther Finance Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported MIDCAP FINANCIAL INVSTMNT CORP COM NEW (MFIC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows MFIC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MFIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in MIDCAP FINANCIAL INVSTMNT CORP COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MFIC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MFIC stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held MFIC — position size vs. price
% of Fund (quarterly)    MFIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 593 -27 -4.4% 0.00% $7K 2026-04-07 $11.20
2025 Q4 ADDED — — — 620 +36 +6.2% 0.00% $7K 2026-01-23 $10.78
2025 Q3 UNCHANGED — — — 584 — 0% 0.00% $7K 2025-10-14 $10.81
2025 Q2 REDUCED 73.6% -2.3% ✅ 584 -1,625 -73.6% 0.00% $7K 2025-07-11 $11.65
2025 Q1 ADDED — — — 2,209 +477 +27.5% 0.00% $28K 2025-04-14 $9.59
2024 Q4 REDUCED 78.4% -1.9% ✅ 1,732 -6,300 -78.4% 0.00% $23K 2025-02-10 $11.78
2024 Q3 REDUCED 65.6% +4.1% ❌ 8,032 -15,330 -65.6% 0.00% $108K 2024-10-29 $10.86
2024 Q2 ADDED — — — 23,362 +1,025 +4.6% 0.02% $354K 2024-07-31 $11.05
2024 Q1 REDUCED — — — 22,337 -501 -2.2% 0.02% $332K 2024-05-14 $11.96
2023 Q4 INITIATED — — — 22,838 — — 0.02% $312K 2024-02-15 $10.50

🏢 Other funds also holding MFIC

As of 2026 Q1 — sorted by position size

Next Capital Management LLC 3Y 7Y 6.37% CURA WEALTH ADVISORS, LLC 3.09% Muzinich & Co., Inc. 3Y 7Y 2.82% CASTLEKEEP INVESTMENT ADVISORS LLC 2.42% SHARPEPOINT LLC 0.83% VARCOV Co. 0.75% Camelot Portfolios, LLC 3Y 7Y 0.48% Millennium Capital Advisors, LLC 0.43% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.41% ARES MANAGEMENT LLC 3Y 7Y 0.4%

FAQ About Farther Finance Advisors, LLC and MFIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning MFIC?

Farther Finance Advisors, LLC reported MFIC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MFIC position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for MFIC was 0.02% in 2023 Q4.

What is the latest reported MFIC position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 593 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this MFIC ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly MFIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their MFIC position?

Based on 13F filing dates vs. subsequent MFIC price moves, Farther Finance Advisors, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on MFIC relative to SPY over the holding period was -10.4%.

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