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 Q2	$5.32M	Sell	527,873 -79,613	-13%	-$875K	﹤0.01%	2684
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 $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

Raymond James Financial's MFIC Position: Q2 2026 in Review

Raymond James Financial reduced its MidCap Financial Investment (MFIC) stake by 13% in Q2 2026, selling an estimated $875K and leaving 527,873 shares worth $5.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Raymond James Financial first reported a position in MFIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.83M in Q1 2026. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Raymond James Financial held 527,873 shares of MidCap Financial Investment worth $5.32M as of Q2 2026.
Raymond James Financial sold 79,613 MidCap Financial Investment shares in Q2 2026, an estimated $875K.
MidCap Financial Investment made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2684 holding.
Raymond James Financial first reported a position in MidCap Financial Investment in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's MidCap Financial Investment position peaked at $6.83M in Q1 2026.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.