EFS
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Essex Financial Services’s MidCap Financial Investment MFIC Stock Holding History

Essex Financial Services’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 		– Sell
-14,640
Closed -$176K – 799
2025
Q3 		$176K Buy
14,640
+4,019
+38% +$51.3K 0.01% 727
2025
Q2 		$134K Buy
10,621
+19
+0.2% +$233 0.01% 675
2025
Q1 		$136K Buy
10,602
+441
+4% +$6K 0.01% 617
2024
Q4 		$137K Buy
10,161
+5
+0% +$68 0.01% 619
2024
Q3 		$135K Buy
10,156
+6
+0.1% +$85 0.01% 613
2024
Q2 		$135K Buy
+10,150
New +$155K 0.01% 598
2023
Q2 		– Sell
-14,000
Closed -$160K – 496
2023
Q1 		$160K Hold
14,000
– – 0.02% 470
2022
Q4 		$159K Hold
14,000
– – 0.02% 461
2022
Q3 		$143K Buy
+14,000
New +$171K 0.02% 443
2020
Q4 		– Sell
-10,147
Closed -$84K – 331
2020
Q3 		$84K Buy
+10,147
New +$93.9K 0.02% 283
2018
Q4 		– Sell
-5,000
Closed -$82K – 273
2018
Q3 		$82K Buy
+5,000
New +$85.2K 0.02% 289
2017
Q3 		– Sell
-5,833
Closed -$112K – 320
2017
Q2 		$112K Buy
+5,833
New +$113K 0.02% 344
2016
Q3 		– Sell
-4,000
Closed -$66K – 316
2016
Q2 		$66K Sell
4,000
-2,917
-42% -$48.9K 0.02% 302
2016
Q1 		$115K Hold
6,917
– – 0.03% 304
2015
Q4 		$108K Hold
6,917
– – 0.03% 316
2015
Q3 		$114K Hold
6,917
– – 0.03% 316
2015
Q2 		$147K Hold
6,917
– – 0.04% 322
2015
Q1 		$159K Sell
6,917
-1,466
-17% -$33K 0.04% 312
2014
Q4 		$187K Buy
+8,383
New +$201K 0.05% 303
2014
Q3 		– Sell
-3,583
Closed -$93K – 305
2014
Q2 		$93K Hold
3,583
– – 0.03% 300
2014
Q1 		$89K Hold
3,583
– – 0.03% 285
2013
Q4 		$91K Hold
3,583
– – 0.03% 278
2013
Q3 		$88K Hold
3,583
– – 0.03% 257
2013
Q2 		$83K Buy
+3,583
New +$89.3K 0.03% 262

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

Essex Financial Services's MFIC Position: Q4 2025 in Review

Essex Financial Services sold out of MidCap Financial Investment (MFIC) in Q4 2025, closing a stake of 14,640 shares — an estimated $176K sold.

Essex Financial Services first reported a position in MFIC in Q2 2013 and held it in 24 quarters. The position peaked at $187K in Q4 2014. 192 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • Essex Financial Services reported no remaining MidCap Financial Investment position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 14,640 MidCap Financial Investment shares in Q4 2025, an estimated $176K.
  • Essex Financial Services first reported a position in MidCap Financial Investment in Q2 2013 and held it in 24 quarters.
  • Essex Financial Services's MidCap Financial Investment position peaked at $187K in Q4 2014.
  • 192 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.