B. Riley Wealth Advisors, Inc.
Position in MFIC — MidCap Financial Investment Corp
CIK 1464811
MEMPHIS, TN
Position in MFIC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$201,741
-$23,519 QoQ
Shares Held
20,014
-0.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#95
of 167 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. MFIC ranks #48 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in MFIC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,741 | 20,014 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $225,260 | 20,041 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $220,826 | 19,303 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $229,032 | 19,102 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $241,067 | 19,102 | Shares | Sole | 2025-08-19 | |
| 2024-03-31 | $170,869 | 11,361 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $187,935 | 13,738 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $156,213 | 11,361 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $185,611 | 14,778 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $180,758 | 15,856 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $175,309 | 15,378 | Shares | Sole | 2023-03-15 | |
| 2022-06-30 | $142,670 | 13,247 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $141,572 | 10,709 | Shares | Other | 2022-05-02 | |
| 2021-09-30 | $132,644 | 10,227 | Shares | Other | 2021-11-16 | |
| 2021-03-31 | $165,586 | 12,069 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $122,043 | 11,481 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $145,791 | 17,629 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $168,910 | 17,650 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $248,960 | 36,883 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||