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Williams Jones Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Williams Jones 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
Q1 		$123K Hold
10,901
– – ﹤0.01% 493
2025
Q4 		$125K Hold
10,901
– – ﹤0.01% 489
2025
Q3 		$131K Hold
10,901
– – ﹤0.01% 484
2025
Q2 		$138K Hold
10,901
– – ﹤0.01% 482
2025
Q1 		$140K Hold
10,901
– – ﹤0.01% 470
2024
Q4 		$147K Sell
10,901
-1,909
-15% -$25.9K ﹤0.01% 478
2024
Q3 		$172K Buy
+12,810
New +$181K ﹤0.01% 504

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Williams Jones Wealth Management's MFIC Position: Q1 2026 in Review

Williams Jones Wealth Management held its MidCap Financial Investment (MFIC) position steady in Q1 2026 at 10,901 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Williams Jones Wealth Management first reported a position in MFIC in Q3 2024 and has held it in 7 quarters since. The position peaked at $172K in Q3 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Williams Jones Wealth Management held 10,901 shares of MidCap Financial Investment worth $123K as of Q1 2026.
  • Williams Jones Wealth Management left its MidCap Financial Investment share count unchanged in Q1 2026.
  • MidCap Financial Investment made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #493 holding.
  • Williams Jones Wealth Management first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 7 quarters since.
  • Williams Jones Wealth Management's MidCap Financial Investment position peaked at $172K in Q3 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.