LeClair Wealth Partners’s MidCap Financial Investment MFIC Stock Holding History

LeClair Wealth 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
2026 Q2	$412K	Buy	+40,885	New	+$449K	0.21%	76
2026 Q1	–	Sell	-40,885	Closed	-$468K	–	155
2025 Q4	$468K	Hold	40,885	–	–	0.27%	56
2025 Q3	$490K	Hold	40,885	–	–	0.31%	49
2025 Q2	$516K	Hold	40,885	–	–	0.35%	51
2025 Q1	$526K	Buy	+40,885	New	+$556K	0.38%	51

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

LeClair Wealth Partners's MFIC Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in MidCap Financial Investment (MFIC) in Q2 2026: 40,885 shares worth $412K. The stake represents 0.21% of the portfolio and ranks #76 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in MFIC as recently as Q4 2025.

LeClair Wealth Partners first reported a position in MFIC in Q1 2025 and has held it in 5 quarters since. The position peaked at $526K in Q1 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

LeClair Wealth Partners held 40,885 shares of MidCap Financial Investment worth $412K as of Q2 2026.
MidCap Financial Investment was a new LeClair Wealth Partners position in Q2 2026.
MidCap Financial Investment made up 0.21% of LeClair Wealth Partners's portfolio in Q2 2026, its #76 holding.
LeClair Wealth Partners first reported a position in MidCap Financial Investment in Q1 2025 and has held it in 5 quarters since.
LeClair Wealth Partners's MidCap Financial Investment position peaked at $526K in Q1 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.