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Raymond James Financial’s
MidCap Financial Investment
MFIC
Stock Holding History
Raymond James Financial’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
$6.83M
Buy
607,486
+121,080
+25%
+$1.33M
﹤0.01%
2342
2025
Q4
$5.56M
Buy
486,406
+375,112
+337%
+$4.45M
﹤0.01%
2430
2025
Q3
$1.33M
Buy
111,294
+62,983
+130%
+$804K
﹤0.01%
3496
2025
Q2
$610K
Sell
48,311
-15,043
-24%
-$185K
﹤0.01%
3884
2025
Q1
$815K
Sell
63,354
-6,128
-9%
-$83.3K
﹤0.01%
3624
2024
Q4
$937K
Buy
+69,482
New
+$943K
﹤0.01%
3492
Other funds holding MFIC
TIM
Thornburg Investment Management
Santa Fe, New Mexico
$9.63B AUM
35.65%
1-Year Est. Return
AMH
Apollo Management Holdings
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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