Westchester Capital Management (New York)’s MidCap Financial Investment MFIC Stock Holding History

Westchester Capital Management (New York)’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 Q1	$86.6K	Hold	7,702	–	–	﹤0.01%	252
2025 Q4	$88.1K	Hold	7,702	–	–	﹤0.01%	245
2025 Q3	$92.3K	Hold	7,702	–	–	﹤0.01%	212
2025 Q2	$97.2K	Hold	7,702	–	–	0.01%	162
2025 Q1	$99K	Hold	7,702	–	–	0.01%	134
2024 Q4	$104K	Hold	7,702	–	–	0.01%	124
2024 Q3	$103K	Buy	+7,702	New	+$109K	﹤0.01%	134

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Westchester Capital Management (New York)'s MFIC Position: Q1 2026 in Review

Westchester Capital Management (New York) held its MidCap Financial Investment (MFIC) position steady in Q1 2026 at 7,702 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Westchester Capital Management (New York) first reported a position in MFIC in Q3 2024 and has held it in 7 quarters since. The position peaked at $104K in Q4 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Westchester Capital Management (New York) held 7,702 shares of MidCap Financial Investment worth $86.6K as of Q1 2026.
Westchester Capital Management (New York) left its MidCap Financial Investment share count unchanged in Q1 2026.
MidCap Financial Investment made up ﹤0.01% of Westchester Capital Management (New York)'s portfolio in Q1 2026, its #252 holding.
Westchester Capital Management (New York) first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 7 quarters since.
Westchester Capital Management (New York)'s MidCap Financial Investment position peaked at $104K in Q4 2024.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.