Walser Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Walser Wealth 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	$112K	Buy	+11,113	New	+$122K	0.05%	212

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

Walser Wealth Management's MFIC Position: Q2 2026 in Review

Walser Wealth Management opened a new position in MidCap Financial Investment (MFIC) in Q2 2026: 11,113 shares worth $112K. The stake represents 0.05% of the portfolio and ranks #212 among its holdings.

166 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Walser Wealth Management held 11,113 shares of MidCap Financial Investment worth $112K as of Q2 2026.
MidCap Financial Investment was a new Walser Wealth Management position in Q2 2026.
MidCap Financial Investment made up 0.05% of Walser Wealth Management's portfolio in Q2 2026, its #212 holding.
166 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.