Rockefeller Capital Management
MFIC icon

Rockefeller Capital Management’s MidCap Financial Investment MFIC Stock Holding History

Rockefeller Capital 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 		$5.42K Sell
537
-984
-65% -$10.8K ﹤0.01% 4213
2026
Q1 		$17.1K Sell
1,521
-3,959
-72% -$43.6K ﹤0.01% 3770
2025
Q4 		$62.7K Sell
5,480
-74,240
-93% -$881K ﹤0.01% 2961
2025
Q3 		$956K Buy
79,720
+2,443
+3% +$31.2K ﹤0.01% 1440
2025
Q2 		$975K Buy
77,277
+1,111
+1% +$13.6K ﹤0.01% 1338
2025
Q1 		$980K Buy
76,166
+7,964
+12% +$108K ﹤0.01% 1270
2024
Q4 		$920K Buy
68,202
+1,851
+3% +$25.1K ﹤0.01% 1280
2024
Q3 		$888K Buy
66,351
+2,055
+3% +$29K ﹤0.01% 1262
2024
Q2 		$973K Sell
64,296
-3,612
-5% -$55.3K ﹤0.01% 1207
2024
Q1 		$1.02M Buy
67,908
+1,501
+2% +$21.3K ﹤0.01% 1251
2023
Q4 		$908K Buy
66,407
+1,630
+3% +$21.7K ﹤0.01% 1177
2023
Q3 		$891K Sell
64,777
-3,456
-5% -$46.3K ﹤0.01% 1117
2023
Q2 		$857K Buy
68,233
+2,169
+3% +$25.3K ﹤0.01% 1150
2023
Q1 		$753K Buy
66,064
+3,404
+5% +$40.8K ﹤0.01% 1182
2022
Q4 		$714K Buy
62,660
+1,524
+2% +$17.6K ﹤0.01% 1130
2022
Q3 		$624K Sell
61,136
-2,681
-4% -$32.7K ﹤0.01% 1179
2022
Q2 		$687K Sell
63,817
-52
-0.1% -$636 ﹤0.01% 1137
2022
Q1 		$844K Buy
63,869
+1,257
+2% +$16.7K ﹤0.01% 1111
2021
Q4 		$800K Buy
62,612
+1,270
+2% +$16.7K ﹤0.01% 1132
2021
Q3 		$795K Buy
61,342
+46,692
+319% +$636K ﹤0.01% 1084
2021
Q2 		$199K Hold
14,650
– – ﹤0.01% 1510
2021
Q1 		$200K Buy
14,650
+50
+0.3% +$660 ﹤0.01% 1334
2020
Q4 		$155K Sell
14,600
-6,612
-31% -$64.2K ﹤0.01% 1277
2020
Q3 		$175K Buy
21,212
+19,150
+929% +$177K ﹤0.01% 1080
2020
Q2 		$20K Sell
2,062
-633
-23% -$5.71K ﹤0.01% 1684
2020
Q1 		$18K Buy
2,695
+633
+31% +$9.44K ﹤0.01% 1549
2019
Q4 		$36K Hold
2,062
– – ﹤0.01% 1234
2019
Q3 		$33K Buy
2,062
+401
+24% +$6.55K ﹤0.01% 1087
2019
Q2 		$26K Buy
+1,661
New +$26.1K ﹤0.01% 959

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

Rockefeller Capital Management's MFIC Position: Q2 2026 in Review

Rockefeller Capital Management reduced its MidCap Financial Investment (MFIC) stake by 65% in Q2 2026, selling an estimated $10.8K and leaving 537 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #4213.

Rockefeller Capital Management first reported a position in MFIC in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.02M in Q1 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Rockefeller Capital Management held 537 shares of MidCap Financial Investment worth $5.42K as of Q2 2026.
  • Rockefeller Capital Management sold 984 MidCap Financial Investment shares in Q2 2026, an estimated $10.8K.
  • MidCap Financial Investment made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4213 holding.
  • Rockefeller Capital Management first reported a position in MidCap Financial Investment in Q2 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's MidCap Financial Investment position peaked at $1.02M in Q1 2024.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.