Franklin Resources’s MidCap Financial Investment MFIC Stock Holding History

Franklin Resources’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	$4.45M	Buy	441,518 +12,876	+3%	+$141K	﹤0.01%	1669
2026 Q1	$4.82M	Sell	428,642 -16,660	-4%	-$184K	﹤0.01%	1538
2025 Q4	$5.09M	Sell	445,302 -325,526	-42%	-$3.86M	﹤0.01%	1393
2025 Q3	$9.24M	Sell	770,828 -1,710	-0.2%	-$21.8K	﹤0.01%	1189
2025 Q2	$9.75M	Buy	772,538 +119,343	+18%	+$1.46M	﹤0.01%	1143
2025 Q1	$8.4M	Buy	653,195 +210,552	+48%	+$2.86M	﹤0.01%	1158
2024 Q4	$5.97M	Buy	442,643 +58,589	+15%	+$796K	﹤0.01%	1273
2024 Q3	$5.12M	Buy	384,054 +93,972	+32%	+$1.33M	﹤0.01%	1339
2024 Q2	$4.39M	Buy	290,082 +68,729	+31%	+$1.05M	﹤0.01%	1361
2024 Q1	$3.33M	Buy	+221,353	New	+$3.14M	﹤0.01%	1514

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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources's MFIC Position: Q2 2026 in Review

Franklin Resources increased its MidCap Financial Investment (MFIC) stake by 3% in Q2 2026, buying an estimated $141K and bringing the position to 441,518 shares worth $4.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Franklin Resources first reported a position in MFIC in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.75M in Q2 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Franklin Resources held 441,518 shares of MidCap Financial Investment worth $4.45M as of Q2 2026.
Franklin Resources bought 12,876 MidCap Financial Investment shares in Q2 2026, an estimated $141K.
MidCap Financial Investment made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1669 holding.
Franklin Resources first reported a position in MidCap Financial Investment in Q1 2024 and has held it in 10 quarters since.
Franklin Resources's MidCap Financial Investment position peaked at $9.75M in Q2 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.