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Congress Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Congress Wealth Management’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 		$963K Buy
76,278
+46,739
+158% +$573K 0.01% 716
2025
Q1 		$380K Buy
29,539
+945
+3% +$12.8K ﹤0.01% 887
2024
Q4 		$386K Sell
28,594
-50,315
-64% -$683K 0.01% 707
2024
Q3 		$1.06M Buy
78,909
+13,695
+21% +$193K 0.01% 515
2024
Q2 		$987K Buy
+65,214
New +$999K 0.02% 429

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

Congress Wealth Management's MFIC Position: Q2 2025 in Review

Congress Wealth Management increased its MidCap Financial Investment (MFIC) stake by 158% in Q2 2025, buying an estimated $573K and bringing the position to 76,278 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #716.

Congress Wealth Management first reported a position in MFIC in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2024. 169 funds tracked by Wall St. Rank hold MFIC as of Q2 2025.

  • Congress Wealth Management held 76,278 shares of MidCap Financial Investment worth $963K as of Q2 2025.
  • Congress Wealth Management bought 46,739 MidCap Financial Investment shares in Q2 2025, an estimated $573K.
  • MidCap Financial Investment made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #716 holding.
  • Congress Wealth Management first reported a position in MidCap Financial Investment in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's MidCap Financial Investment position peaked at $1.06M in Q3 2024.
  • 169 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.