Permanens Capital’s MidCap Financial Investment MFIC Stock Holding History

Permanens Capital’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	–	Sell	-11,029	Closed	-$124K	–	117
2026 Q1	$124K	Hold	11,029	–	–	0.02%	84
2025 Q4	$126K	Hold	11,029	–	–	0.02%	78
2025 Q3	$132K	Buy	+11,029	New	+$141K	0.02%	59

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

Permanens Capital's MFIC Position: Q2 2026 in Review

Permanens Capital sold out of MidCap Financial Investment (MFIC) in Q2 2026, closing a stake of 11,029 shares — an estimated $124K sold.

Permanens Capital first reported a position in MFIC in Q3 2025 and held it in 3 quarters. The position peaked at $132K in Q3 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Permanens Capital reported no remaining MidCap Financial Investment position as of Q2 2026 after selling out during the quarter.
Permanens Capital sold 11,029 MidCap Financial Investment shares in Q2 2026, an estimated $124K.
Permanens Capital first reported a position in MidCap Financial Investment in Q3 2025 and held it in 3 quarters.
Permanens Capital's MidCap Financial Investment position peaked at $132K in Q3 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.