Ancora Advisors’s Medallion Financial MFIN Stock Holding History

Ancora Advisors’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
2025 Q1	–	Sell	-54,690	Closed	-$514K	–	1835
2024 Q4	$514K	Sell	54,690 -1,830	-3%	-$17K	0.01%	512
2024 Q3	$460K	Buy	56,520 +1,490	+3%	+$11.8K	0.01%	528
2024 Q2	$423K	Buy	+55,030	New	+$435K	0.01%	524
2019 Q4	–	Sell	-20,000	Closed	-$128K	–	1367
2019 Q3	$128K	Sell	20,000 -50,000	-71%	-$270K	0.01%	608
2019 Q2	$472K	Sell	70,000 -25,000	-26%	-$171K	0.02%	435
2019 Q1	$655K	Hold	95,000	–	–	0.03%	375
2018 Q4	$445K	Hold	95,000	–	–	0.02%	433
2018 Q3	$631K	Sell	95,000 -5,000	-5%	-$29.5K	0.02%	431
2018 Q2	$548K	Hold	100,000	–	–	0.02%	460
2018 Q1	$464K	Hold	100,000	–	–	0.02%	486
2017 Q4	$353K	Hold	100,000	–	–	0.02%	499
2017 Q3	$217K	Buy	+100,000	New	+$235K	0.01%	601

Other funds holding MFIN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Ancora Advisors's MFIN Position: Q1 2025 in Review

Ancora Advisors sold out of Medallion Financial (MFIN) in Q1 2025, closing a stake of 54,690 shares — an estimated $514K sold.

Ancora Advisors first reported a position in MFIN in Q3 2017 and held it in 12 quarters. The position peaked at $655K in Q1 2019. 84 funds tracked by Wall St. Rank hold MFIN as of Q1 2025.

Ancora Advisors reported no remaining Medallion Financial position as of Q1 2025 after selling out during the quarter.
Ancora Advisors sold 54,690 Medallion Financial shares in Q1 2025, an estimated $514K.
Ancora Advisors first reported a position in Medallion Financial in Q3 2017 and held it in 12 quarters.
Ancora Advisors's Medallion Financial position peaked at $655K in Q1 2019.
84 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2025.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.