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 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 $5.72T AUM 30.48% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Advisory Services Network's MFIN Position: Q1 2026 in Review

Advisory Services Network opened a new position in Medallion Financial (MFIN) in Q1 2026: 30 shares worth $257. The stake represents ﹤0.01% of the portfolio and ranks #4530 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in MFIN as recently as Q3 2025.

Advisory Services Network first reported a position in MFIN in Q1 2017 and has held it in 14 quarters since. The position peaked at $3K in Q2 2017. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

Advisory Services Network held 30 shares of Medallion Financial worth $257 as of Q1 2026.
Medallion Financial was a new Advisory Services Network position in Q1 2026.
Medallion Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4530 holding.
Advisory Services Network first reported a position in Medallion Financial in Q1 2017 and has held it in 14 quarters since.
Advisory Services Network's Medallion Financial position peaked at $3K in Q2 2017.
95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.