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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
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
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TIM
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$9.63B AUM
35.65%
1-Year Est. Return
AMH
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New York
$5.99B AUM
23.97%
1-Year Est. Return
SFM
Soros Fund Management
New York
$7.29B AUM
30.69%
1-Year Est. Return
NCM
Next Capital Management
New York
$330M AUM
11.54%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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