Cerity Partners
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Cerity Partners’s MidCap Financial Investment MFIC Stock Holding History

Cerity Partners’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
Q2 		$1.53M Buy
151,634
+77,927
+106% +$856K ﹤0.01% 1742
2026
Q1 		$828K Sell
73,707
-125,342
-63% -$1.38M ﹤0.01% 1961
2025
Q4 		$2.28M Buy
+199,049
New +$2.36M ﹤0.01% 1317

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cerity Partners's MFIC Position: Q2 2026 in Review

Cerity Partners increased its MidCap Financial Investment (MFIC) stake by 106% in Q2 2026, buying an estimated $856K and bringing the position to 151,634 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Cerity Partners first reported a position in MFIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.28M in Q4 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Cerity Partners held 151,634 shares of MidCap Financial Investment worth $1.53M as of Q2 2026.
  • Cerity Partners bought 77,927 MidCap Financial Investment shares in Q2 2026, an estimated $856K.
  • MidCap Financial Investment made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1742 holding.
  • Cerity Partners first reported a position in MidCap Financial Investment in Q4 2025 and has held it in 3 quarters since.
  • Cerity Partners's MidCap Financial Investment position peaked at $2.28M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.