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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
Q2 		$164K Buy
16,055
+40
+0.2% +$378 ﹤0.01% 1612
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 $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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Allworth Financial's MFIN Position: Q2 2026 in Review

Allworth Financial increased its Medallion Financial (MFIN) stake by 0.25% in Q2 2026, buying an estimated $378 and bringing the position to 16,055 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Allworth Financial first reported a position in MFIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $165K in Q4 2025. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • Allworth Financial held 16,055 shares of Medallion Financial worth $164K as of Q2 2026.
  • Allworth Financial bought 40 Medallion Financial shares in Q2 2026, an estimated $378.
  • Medallion Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1612 holding.
  • Allworth Financial first reported a position in Medallion Financial in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Medallion Financial position peaked at $165K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.