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Avior Wealth Management’s Medallion Financial MFIN Stock Holding History

Avior Wealth Management’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
-940
Closed -$8.83K – 1693
2024
Q4 		$8.83K Hold
940
– – ﹤0.01% 1666
2024
Q3 		$7.65K Hold
940
– – ﹤0.01% 1635
2024
Q2 		$7.22K Hold
940
– – ﹤0.01% 1608
2024
Q1 		$7.43K Hold
940
– – ﹤0.01% 1961
2023
Q4 		$9.26K Hold
940
– – ﹤0.01% 1002
2023
Q3 		$6.6K Buy
+940
New +$7.76K ﹤0.01% 1113

Other funds holding MFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
GI
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

Avior Wealth Management's MFIN Position: Q1 2025 in Review

Avior Wealth Management sold out of Medallion Financial (MFIN) in Q1 2025, closing a stake of 940 shares — an estimated $8.83K sold.

Avior Wealth Management first reported a position in MFIN in Q3 2023 and held it in 6 quarters. The position peaked at $9.26K in Q4 2023. 84 funds tracked by Wall St. Rank hold MFIN as of Q1 2025.

  • Avior Wealth Management reported no remaining Medallion Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 940 Medallion Financial shares in Q1 2025, an estimated $8.83K.
  • Avior Wealth Management first reported a position in Medallion Financial in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Medallion Financial position peaked at $9.26K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.