Citigroup
MFIC icon

Citigroup’s MidCap Financial Investment MFIC Stock Holding History

Citigroup’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
Q2 		– Sell
-5,677
Closed -$73K – 5809
2025
Q1 		$73K Buy
5,677
+485
+9% +$6.59K ﹤0.01% 4758
2024
Q4 		$70K Buy
5,192
+1,115
+27% +$15.1K ﹤0.01% 4978
2024
Q3 		$54.6K Buy
4,077
+1,746
+75% +$24.7K ﹤0.01% 4999
2024
Q2 		$35.3K Buy
2,331
+592
+34% +$9.07K ﹤0.01% 4782
2024
Q1 		$26.2K Buy
1,739
+576
+50% +$8.17K ﹤0.01% 4944
2023
Q4 		$15.9K Buy
1,163
+642
+123% +$8.55K ﹤0.01% 5062
2023
Q3 		$7.16K Buy
521
+470
+922% +$6.29K ﹤0.01% 4639
2023
Q2 		$641 Buy
+51
New +$595 ﹤0.01% 5363
2021
Q3 		– Sell
-668
Closed -$9K – 6088
2021
Q2 		$9K Buy
668
+17
+3% +$244 ﹤0.01% 5705
2021
Q1 		$9K Sell
651
-2,404
-79% -$31.7K ﹤0.01% 5700
2020
Q4 		$32K Buy
3,055
+25
+0.8% +$243 ﹤0.01% 6348
2020
Q3 		$25K Buy
3,030
+27
+0.9% +$250 ﹤0.01% 6030
2020
Q2 		$29K Buy
3,003
+40
+1% +$361 ﹤0.01% 6343
2020
Q1 		$20K Sell
2,963
-157
-5% -$2.34K ﹤0.01% 6691
2019
Q4 		$54K Buy
3,120
+120
+4% +$1.98K ﹤0.01% 6241
2019
Q3 		$48K Buy
3,000
+14
+0.5% +$229 ﹤0.01% 6150
2019
Q2 		$47K Buy
2,986
+1,614
+118% +$25.4K ﹤0.01% 6533
2019
Q1 		$21K Sell
1,372
-1,227
-47% -$18.4K ﹤0.01% 6927
2018
Q4 		$32K Sell
2,599
-12,989
-83% -$198K ﹤0.01% 6575
2018
Q3 		$255K Sell
15,588
-1,346
-8% -$22.9K ﹤0.01% 4989
2018
Q2 		$283K Sell
16,934
-55
-0.3% -$914 ﹤0.01% 4692
2018
Q1 		$266K Sell
16,989
-2,310
-12% -$38.4K ﹤0.01% 4656
2017
Q4 		$328K Buy
19,299
+429
+2% +$7.69K ﹤0.01% 4545
2017
Q3 		$346K Buy
18,870
+1,427
+8% +$26.5K ﹤0.01% 4486
2017
Q2 		$334K Sell
17,443
-32,305
-65% -$628K ﹤0.01% 4360
2017
Q1 		$979K Sell
49,748
-10,952
-18% -$203K ﹤0.01% 3236
2016
Q4 		$1.07M Sell
60,700
-176,366
-74% -$3.16M ﹤0.01% 3622
2016
Q3 		$4.13M Sell
237,066
-810
-0.3% -$14.2K ﹤0.01% 1835
2016
Q2 		$3.95M Sell
237,876
-368
-0.2% -$6.16K ﹤0.01% 1784
2016
Q1 		$3.97M Sell
238,244
-6,177
-3% -$95.4K ﹤0.01% 1763
2015
Q4 		$3.83M Buy
244,421
+174,523
+250% +$2.99M ﹤0.01% 1941
2015
Q3 		$1.15M Sell
69,898
-9,658
-12% -$191K ﹤0.01% 2942
2015
Q2 		$1.69M Buy
79,556
+55,849
+236% +$1.29M ﹤0.01% 2699
2015
Q1 		$546K Buy
23,707
+6,675
+39% +$150K ﹤0.01% 3661
2014
Q4 		$379K Sell
17,032
-549
-3% -$13.1K ﹤0.01% 4145
2014
Q3 		$431K Buy
17,581
+437
+3% +$11.3K ﹤0.01% 3650
2014
Q2 		$443K Sell
17,144
-213,597
-93% -$5.26M ﹤0.01% 3539
2014
Q1 		$5.75M Sell
230,741
-48,516
-17% -$1.25M 0.01% 1592
2013
Q4 		$7.1M Buy
279,257
+250,664
+877% +$6.45M 0.01% 1515
2013
Q3 		$699K Sell
28,593
-235,581
-89% -$5.72M ﹤0.01% 3180
2013
Q2 		$6.13M Buy
+264,174
New +$6.59M 0.01% 1445

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 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

Citigroup's MFIC Position: Q2 2025 in Review

Citigroup sold out of MidCap Financial Investment (MFIC) in Q2 2025, closing a stake of 5,677 shares — an estimated $73K sold.

Citigroup first reported a position in MFIC in Q2 2013 and held it in 41 quarters. The position peaked at $7.1M in Q4 2013. 169 funds tracked by Wall St. Rank hold MFIC as of Q2 2025.

  • Citigroup reported no remaining MidCap Financial Investment position as of Q2 2025 after selling out during the quarter.
  • Citigroup sold 5,677 MidCap Financial Investment shares in Q2 2025, an estimated $73K.
  • Citigroup first reported a position in MidCap Financial Investment in Q2 2013 and held it in 41 quarters.
  • Citigroup's MidCap Financial Investment position peaked at $7.1M in Q4 2013.
  • 169 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2025.

Based on Citigroup's 13F filing for Q2 2025, filed 11 Aug 2025.