Wellington Management Group
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Wellington Management Group’s MidCap Financial Investment MFIC Stock Holding History

Wellington Management 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 		$10.9M Buy
+1,078,291
New +$11.8M ﹤0.01% 1271
2018
Q4 		– Sell
-407,664
Closed -$6.65M – 2142
2018
Q3 		$6.65M Sell
407,664
-20,875
-5% -$356K ﹤0.01% 1394
2018
Q2 		$7.16M Sell
428,539
-2,089
-0.5% -$34.7K ﹤0.01% 1380
2018
Q1 		$6.74M Sell
430,628
-25,436
-6% -$422K ﹤0.01% 1391
2017
Q4 		$7.74M Sell
456,064
-8,208
-2% -$147K ﹤0.01% 1346
2017
Q3 		$8.51M Sell
464,272
-102,720
-18% -$1.91M ﹤0.01% 1319
2017
Q2 		$10.9M Sell
566,992
-4,790
-0.8% -$93.2K ﹤0.01% 1196
2017
Q1 		$11.3M Sell
571,782
-12,423
-2% -$230K ﹤0.01% 1205
2016
Q4 		$10.3M Buy
584,205
+49,915
+9% +$894K ﹤0.01% 1186
2016
Q3 		$9.3M Buy
+534,290
New +$9.37M ﹤0.01% 1202
2016
Q2 		– Sell
-534,056
Closed -$8.89M – 2142
2016
Q1 		$8.89M Sell
534,056
-313,533
-37% -$4.84M ﹤0.01% 1183
2015
Q4 		$13.3M Buy
847,589
+69,128
+9% +$1.18M ﹤0.01% 1090
2015
Q3 		$12.8M Buy
778,461
+21,871
+3% +$433K ﹤0.01% 1099
2015
Q2 		$16.1M Buy
756,590
+20,812
+3% +$482K ﹤0.01% 1092
2015
Q1 		$16.9M Buy
735,778
+9,453
+1% +$213K ﹤0.01% 1092
2014
Q4 		$16.2M Hold
726,325
– – ﹤0.01% 1105
2014
Q3 		$17.8M Buy
726,325
+119,500
+20% +$3.1M ﹤0.01% 1066
2014
Q2 		$15.7M Buy
606,825
+208,299
+52% +$5.13M ﹤0.01% 1119
2014
Q1 		$9.94M Buy
398,526
+46,231
+13% +$1.19M ﹤0.01% 1247
2013
Q4 		$8.96M Buy
352,295
+329,351
+1,435% +$8.47M ﹤0.01% 1276
2013
Q3 		$561K Sell
22,944
-31,406
-58% -$762K ﹤0.01% 1933
2013
Q2 		$1.26M Buy
+54,350
New +$1.36M ﹤0.01% 1723

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wellington Management Group's MFIC Position: Q2 2026 in Review

Wellington Management Group opened a new position in MidCap Financial Investment (MFIC) in Q2 2026: 1,078,291 shares worth $10.9M. The stake represents ﹤0.01% of the portfolio and ranks #1271 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in MFIC as recently as Q3 2018.

Wellington Management Group first reported a position in MFIC in Q2 2013 and has held it in 22 quarters since. The position peaked at $17.8M in Q3 2014. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • Wellington Management Group held 1,078,291 shares of MidCap Financial Investment worth $10.9M as of Q2 2026.
  • MidCap Financial Investment was a new Wellington Management Group position in Q2 2026.
  • MidCap Financial Investment made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1271 holding.
  • Wellington Management Group first reported a position in MidCap Financial Investment in Q2 2013 and has held it in 22 quarters since.
  • Wellington Management Group's MidCap Financial Investment position peaked at $17.8M in Q3 2014.
  • 167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.