Kovitz Investment Group Partners
MFIC icon

Kovitz Investment Group Partners’s MidCap Financial Investment MFIC Stock Holding History

Kovitz Investment Group Partners’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
-101,666
Closed -$1.22M – 973
2025
Q3 		$1.22M Sell
101,666
-8,000
-7% -$102K ﹤0.01% 792
2025
Q2 		$1.38M Hold
109,666
– – 0.01% 719
2025
Q1 		$1.41M Buy
109,666
+50,000
+84% +$680K 0.01% 650
2024
Q4 		$805K Buy
59,666
+8,000
+15% +$109K ﹤0.01% 766
2024
Q3 		$692K Buy
+51,666
New +$730K ﹤0.01% 705

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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

Kovitz Investment Group Partners's MFIC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of MidCap Financial Investment (MFIC) in Q4 2025, closing a stake of 101,666 shares — an estimated $1.22M sold.

Kovitz Investment Group Partners first reported a position in MFIC in Q3 2024 and held it in 5 quarters. The position peaked at $1.41M in Q1 2025. 192 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining MidCap Financial Investment position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 101,666 MidCap Financial Investment shares in Q4 2025, an estimated $1.22M.
  • Kovitz Investment Group Partners first reported a position in MidCap Financial Investment in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's MidCap Financial Investment position peaked at $1.41M in Q1 2025.
  • 192 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.