APW
MFIC icon

Axim Planning & Wealth’s MidCap Financial Investment MFIC Stock Holding History

Axim Planning & Wealth’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
2025
Q3 		– Sell
-11,780
Closed -$149K – 99
2025
Q2 		$149K Buy
+11,780
New +$144K 0.14% 71

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Axim Planning & Wealth's MFIC Position: Q3 2025 in Review

Axim Planning & Wealth sold out of MidCap Financial Investment (MFIC) in Q3 2025, closing a stake of 11,780 shares — an estimated $149K sold.

Axim Planning & Wealth first reported a position in MFIC in Q2 2025 and held it in 1 quarter. The position peaked at $149K in Q2 2025. 174 funds tracked by Wall St. Rank hold MFIC as of Q3 2025.

  • Axim Planning & Wealth reported no remaining MidCap Financial Investment position as of Q3 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 11,780 MidCap Financial Investment shares in Q3 2025, an estimated $149K.
  • Axim Planning & Wealth first reported a position in MidCap Financial Investment in Q2 2025 and held it in 1 quarter.
  • Axim Planning & Wealth's MidCap Financial Investment position peaked at $149K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.