Lazard Asset Management
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Lazard Asset Management’s MidCap Financial Investment MFIC Stock Holding History

Lazard Asset 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
2026
Q2 		$2.09M Buy
207,239
+125,205
+153% +$1.38M ﹤0.01% 965
2026
Q1 		$922K Sell
82,034
-43,361
-35% -$478K ﹤0.01% 1200
2025
Q4 		$1.43M Buy
125,395
+32,659
+35% +$388K ﹤0.01% 1033
2025
Q3 		$1.11M Sell
92,736
-20,199
-18% -$258K ﹤0.01% 1102
2025
Q2 		$1.43M Buy
112,935
+34,800
+45% +$427K ﹤0.01% 1139
2025
Q1 		$1M Buy
78,135
+34,055
+77% +$463K ﹤0.01% 1221
2024
Q4 		$594K Buy
+44,080
New +$599K ﹤0.01% 1315
2024
Q3 		– Sell
-6,194
Closed -$93K – 2382
2024
Q2 		$93K Buy
+6,194
New +$94.9K ﹤0.01% 1771
2014
Q4 		– Sell
-31,367
Closed -$768K – 1155
2014
Q3 		$768K Hold
31,367
– – ﹤0.01% 713
2014
Q2 		$810K Hold
31,367
– – ﹤0.01% 736
2014
Q1 		$781K Buy
+31,367
New +$810K ﹤0.01% 702

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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lazard Asset Management's MFIC Position: Q2 2026 in Review

Lazard Asset Management increased its MidCap Financial Investment (MFIC) stake by 153% in Q2 2026, buying an estimated $1.38M and bringing the position to 207,239 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Lazard Asset Management first reported a position in MFIC in Q1 2014 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Lazard Asset Management held 207,239 shares of MidCap Financial Investment worth $2.09M as of Q2 2026.
  • Lazard Asset Management bought 125,205 MidCap Financial Investment shares in Q2 2026, an estimated $1.38M.
  • MidCap Financial Investment made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #965 holding.
  • Lazard Asset Management first reported a position in MidCap Financial Investment in Q1 2014 and has held it in 11 quarters since.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.