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Westbourne Investments’s MidCap Financial Investment MFIC Stock Holding History

Westbourne Investments’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
2025
Q3 		– Sell
-18,930
Closed -$239K – 147
2025
Q2 		$239K Sell
18,930
-49,884
-72% -$612K 0.13% 120
2025
Q1 		$885K Buy
68,814
+12,614
+22% +$172K 0.53% 54
2024
Q4 		$758K Buy
+56,200
New +$763K 0.45% 54

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Westbourne Investments's MFIC Position: Q3 2025 in Review

Westbourne Investments sold out of MidCap Financial Investment (MFIC) in Q3 2025, closing a stake of 18,930 shares — an estimated $239K sold.

Westbourne Investments first reported a position in MFIC in Q4 2024 and held it in 3 quarters. The position peaked at $885K in Q1 2025. 174 funds tracked by Wall St. Rank hold MFIC as of Q3 2025.

  • Westbourne Investments reported no remaining MidCap Financial Investment position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 18,930 MidCap Financial Investment shares in Q3 2025, an estimated $239K.
  • Westbourne Investments first reported a position in MidCap Financial Investment in Q4 2024 and held it in 3 quarters.
  • Westbourne Investments's MidCap Financial Investment position peaked at $885K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.