Advisory Services Network’s Medallion Financial MFIN Stock Holding History

Advisory Services Network’s Portfolio MFIN Stock Details MFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30	Closed	-$257	–	3655
2026 Q1	$257	Buy	+30	New	+$295	﹤0.01%	4530
2025 Q4	–	Sell	-30	Closed	-$303	–	3300
2025 Q3	$303	Buy	+30	New	+$306	﹤0.01%	4136
2024 Q1	–	Sell	-30	Closed	-$296	–	2767
2023 Q4	$296	Buy	+30	New	+$249	﹤0.01%	3684
2023 Q2	–	Sell	-30	Closed	-$230	–	2743
2023 Q1	$230	Hold	30	–	–	﹤0.01%	3830
2022 Q4	$214	Buy	+30	New	+$210	﹤0.01%	3840
2021 Q3	–	Sell	-30	Closed	–	–	2490
2021 Q2	$0	Buy	+30	New	+$259	﹤0.01%	3628
2021 Q1	–	Sell	-30	Closed	–	–	2297
2020 Q4	$0	Hold	30	–	–	﹤0.01%	3532
2020 Q3	$0	Buy	+30	New	+$88	﹤0.01%	3607
2020 Q2	–	Sell	-30	Closed	–	–	2050
2020 Q1	$0	Buy	+30	New	+$167	﹤0.01%	3188
2018 Q2	–	Sell	-400	Closed	-$2K	–	2612
2018 Q1	$2K	Hold	400	–	–	﹤0.01%	2386
2017 Q4	$1K	Hold	400	–	–	﹤0.01%	2459
2017 Q3	$1K	Sell	400 -1,000	-71%	-$2.35K	﹤0.01%	2278
2017 Q2	$3K	Hold	1,400	–	–	﹤0.01%	2010
2017 Q1	$3K	Buy	+1,400	New	+$3.37K	﹤0.01%	1886

Other funds holding MFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Advisory Services Network's MFIN Position: Q2 2026 in Review

Advisory Services Network sold out of Medallion Financial (MFIN) in Q2 2026, closing a stake of 30 shares — an estimated $257 sold.

Advisory Services Network first reported a position in MFIN in Q1 2017 and held it in 14 quarters. The position peaked at $3K in Q2 2017. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

Advisory Services Network reported no remaining Medallion Financial position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 30 Medallion Financial shares in Q2 2026, an estimated $257.
Advisory Services Network first reported a position in Medallion Financial in Q1 2017 and held it in 14 quarters.
Advisory Services Network's Medallion Financial position peaked at $3K in Q2 2017.
99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.