CIBC Private Wealth Group
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CIBC Private Wealth Group’s MidCap Financial Investment MFIC Stock Holding History

CIBC Private Wealth Group’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
Q4 		$42K Hold
3,675
– – ﹤0.01% 1855
2025
Q3 		$44.1K Hold
3,675
– – ﹤0.01% 1852
2025
Q2 		$46.4K Hold
3,675
– – ﹤0.01% 1697
2025
Q1 		$38.5K Hold
3,675
– – ﹤0.01% 1727
2024
Q4 		$48.3K Sell
3,675
-2,378
-39% -$32.3K ﹤0.01% 1693
2024
Q3 		$81K Buy
6,053
+19
+0.3% +$268 ﹤0.01% 1580
2024
Q2 		$93.6K Sell
6,034
-20,559
-77% -$315K ﹤0.01% 1421
2024
Q1 		$396K Buy
+26,593
New +$377K ﹤0.01% 890
2018
Q3 		– Sell
-3,333
Closed -$56K – 1403
2018
Q2 		$56K Sell
3,333
-67
-2% -$1.11K ﹤0.01% 1144
2018
Q1 		$53K Hold
3,400
– – ﹤0.01% 1143
2017
Q4 		$58K Buy
+3,400
New +$61K ﹤0.01% 1141

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

CIBC Private Wealth Group's MFIC Position: Q4 2025 in Review

CIBC Private Wealth Group held its MidCap Financial Investment (MFIC) position steady in Q4 2025 at 3,675 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

CIBC Private Wealth Group first reported a position in MFIC in Q4 2017 and has held it in 11 quarters since. The position peaked at $396K in Q1 2024. 192 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • CIBC Private Wealth Group held 3,675 shares of MidCap Financial Investment worth $42K as of Q4 2025.
  • CIBC Private Wealth Group left its MidCap Financial Investment share count unchanged in Q4 2025.
  • MidCap Financial Investment made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1855 holding.
  • CIBC Private Wealth Group first reported a position in MidCap Financial Investment in Q4 2017 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's MidCap Financial Investment position peaked at $396K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.