Russell Investments Group’s MidCap Financial Investment MFIC Stock Holding History

Russell Investments Group’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	$11.5M	Buy	1,141,719 +358,526	+46%	+$3.94M	0.01%	993
2026 Q1	$8.8M	Buy	783,193 +518,878	+196%	+$5.72M	0.01%	1016
2025 Q4	$3.02M	Buy	+264,315	New	+$3.14M	﹤0.01%	1637
2020 Q1	–	Sell	-79,059	Closed	-$1.38M	–	3096
2019 Q4	$1.38M	Buy	+79,059	New	+$1.3M	﹤0.01%	1933
2019 Q3	–	Sell	-6,407	Closed	-$101K	–	3067
2019 Q2	$101K	Sell	6,407 -1,473	-19%	-$23.1K	﹤0.01%	2636
2019 Q1	$119K	Buy	7,880 +782	+11%	+$11.7K	﹤0.01%	2709
2018 Q4	$88K	Hold	7,098	–	–	﹤0.01%	2742
2018 Q3	$116K	Buy	+7,098	New	+$121K	﹤0.01%	2740
2018 Q1	–	Sell	-4,390	Closed	-$75K	–	2960
2017 Q4	$75K	Buy	4,390 +3,682	+520%	+$66K	﹤0.01%	2823
2017 Q3	$13K	Buy	+708	New	+$13.2K	﹤0.01%	2914

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Russell Investments Group's MFIC Position: Q2 2026 in Review

Russell Investments Group increased its MidCap Financial Investment (MFIC) stake by 46% in Q2 2026, buying an estimated $3.94M and bringing the position to 1,141,719 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #993.

Russell Investments Group first reported a position in MFIC in Q3 2017 and has held it in 10 quarters since. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Russell Investments Group held 1,141,719 shares of MidCap Financial Investment worth $11.5M as of Q2 2026.
Russell Investments Group bought 358,526 MidCap Financial Investment shares in Q2 2026, an estimated $3.94M.
MidCap Financial Investment made up 0.01% of Russell Investments Group's portfolio in Q2 2026, its #993 holding.
Russell Investments Group first reported a position in MidCap Financial Investment in Q3 2017 and has held it in 10 quarters since.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.