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Allworth Financial’s Medallion Financial MFIN Stock Holding History

Allworth Financial’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 		$137K Buy
16,015
+13
+0.1% +$128 ﹤0.01% 1631
2025
Q4 		$165K Buy
16,002
+2
+0% +$20 ﹤0.01% 1439
2025
Q3 		$162K Hold
16,000
– – ﹤0.01% 1411
2025
Q2 		$152K Buy
+16,000
New +$145K ﹤0.01% 1305

Other funds holding MFIN

BlackRock
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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

Allworth Financial's MFIN Position: Q1 2026 in Review

Allworth Financial increased its Medallion Financial (MFIN) stake by 0.08% in Q1 2026, buying an estimated $128 and bringing the position to 16,015 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Allworth Financial first reported a position in MFIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $165K in Q4 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Allworth Financial held 16,015 shares of Medallion Financial worth $137K as of Q1 2026.
  • Allworth Financial bought 13 Medallion Financial shares in Q1 2026, an estimated $128.
  • Medallion Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1631 holding.
  • Allworth Financial first reported a position in Medallion Financial in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's Medallion Financial position peaked at $165K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.