Bank of New York Mellon’s Medallion Financial MFIN Stock Holding History

Bank of New York Mellon’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	$1.12M	Buy	109,652 +2,224	+2%	+$21K	﹤0.01%	3296
2026 Q1	$920K	Sell	107,428 -19,485	-15%	-$192K	﹤0.01%	3260
2025 Q4	$1.31M	Sell	126,913 -1,264	-1%	-$12.7K	﹤0.01%	3089
2025 Q3	$1.29M	Buy	128,177 +2,139	+2%	+$21.8K	﹤0.01%	3054
2025 Q2	$1.2M	Sell	126,038 -587	-0.5%	-$5.32K	﹤0.01%	3031
2025 Q1	$1.1M	Buy	126,625 +1,258	+1%	+$11.1K	﹤0.01%	3013
2024 Q4	$1.18M	Sell	125,367 -427	-0.3%	-$3.98K	﹤0.01%	3051
2024 Q3	$1.02M	Sell	125,794 -15,000	-11%	-$119K	﹤0.01%	3128
2024 Q2	$1.08M	Buy	140,794 +52,857	+60%	+$418K	﹤0.01%	3153
2024 Q1	$696K	Buy	87,937 +48,186	+121%	+$433K	﹤0.01%	3341
2023 Q4	$392K	Buy	39,751 +1	+0%	+$8	﹤0.01%	3688
2023 Q3	$279K	Hold	39,750	–	–	﹤0.01%	3828
2023 Q2	$314K	Hold	39,750	–	–	﹤0.01%	3808
2023 Q1	$305K	Buy	39,750 +1	+0%	+$8	﹤0.01%	3735
2022 Q4	$284K	Sell	39,749 -1	-0%	-$7	﹤0.01%	3817
2022 Q3	$279K	Hold	39,750	–	–	﹤0.01%	3868
2022 Q2	$254K	Buy	39,750 +1	+0%	+$8	﹤0.01%	3960
2022 Q1	$338K	Sell	39,749 -506	-1%	-$3.9K	﹤0.01%	3947
2021 Q4	$234K	Buy	40,255 +8,811	+28%	+$73.1K	﹤0.01%	4208
2021 Q3	$246K	Hold	31,444	–	–	﹤0.01%	4117
2021 Q2	$279K	Sell	31,444 -1	-0%	-$9	﹤0.01%	3987
2021 Q1	$221K	Buy	31,445 +1	+0%	+$7	﹤0.01%	4021
2020 Q4	$154K	Sell	31,444 -10,230	-25%	-$40.4K	﹤0.01%	4023
2020 Q3	$104K	Hold	41,674	–	–	﹤0.01%	3947
2020 Q2	$110K	Sell	41,674 -89,518	-68%	-$215K	﹤0.01%	3900
2020 Q1	$244K	Sell	131,192 -1,874	-1%	-$10.4K	﹤0.01%	3676
2019 Q4	$967K	Buy	133,066 +616	+0.5%	+$4.03K	﹤0.01%	3263
2019 Q3	$848K	Sell	132,450 -209	-0.2%	-$1.13K	﹤0.01%	3264
2019 Q2	$894K	Buy	132,659 +60,359	+83%	+$414K	﹤0.01%	3293
2019 Q1	$499K	Hold	72,300	–	–	﹤0.01%	3555
2018 Q4	$339K	Hold	72,300	–	–	﹤0.01%	3664
2018 Q3	$481K	Sell	72,300 -1	-0%	-$6	﹤0.01%	3668
2018 Q2	$396K	Hold	72,301	–	–	﹤0.01%	3732
2018 Q1	$336K	Sell	72,301 -540	-0.7%	-$2.48K	﹤0.01%	3757
2017 Q4	$257K	Sell	72,841 -2,490	-3%	-$6.8K	﹤0.01%	3859
2017 Q3	$164K	Buy	75,331 +2,316	+3%	+$5.44K	﹤0.01%	3915
2017 Q2	$175K	Sell	73,015 -4,291	-6%	-$9.77K	﹤0.01%	3927
2017 Q1	$153K	Buy	77,306 +906	+1%	+$2.18K	﹤0.01%	3942
2016 Q4	$230K	Hold	76,400	–	–	﹤0.01%	3855
2016 Q3	$322K	Sell	76,400 -1	-0%	-$6	﹤0.01%	3735
2016 Q2	$564K	Buy	76,401 +1	+0%	+$8	﹤0.01%	3469
2016 Q1	$705K	Hold	76,400	–	–	﹤0.01%	3263
2015 Q4	$538K	Sell	76,400 -1,021	-1%	-$7.98K	﹤0.01%	3485
2015 Q3	$587K	Buy	77,421 +52,406	+209%	+$416K	﹤0.01%	3517
2015 Q2	$209K	Buy	25,015 +374	+2%	+$3.72K	﹤0.01%	3877
2015 Q1	$228K	Buy	24,641 +1	+0%	+$10	﹤0.01%	3864
2014 Q4	$246K	Sell	24,640 -376	-2%	-$4.1K	﹤0.01%	3837
2014 Q3	$292K	Sell	25,016 -1,635	-6%	-$19.5K	﹤0.01%	3790
2014 Q2	$332K	Sell	26,651 -74,967	-74%	-$985K	﹤0.01%	3709
2014 Q1	$1.34M	Sell	101,618 -25,295	-20%	-$351K	﹤0.01%	3137
2013 Q4	$1.82M	Buy	126,913 +6,526	+5%	+$102K	﹤0.01%	2944
2013 Q3	$1.79M	Buy	120,387 +2,428	+2%	+$35.5K	﹤0.01%	2910
2013 Q2	$1.64M	Buy	+117,959	New	+$1.7M	﹤0.01%	2906

Other funds holding MFIN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon's MFIN Position: Q2 2026 in Review

Bank of New York Mellon increased its Medallion Financial (MFIN) stake by 2.1% in Q2 2026, buying an estimated $21K and bringing the position to 109,652 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Bank of New York Mellon first reported a position in MFIN in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.82M in Q4 2013. 44 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

Bank of New York Mellon held 109,652 shares of Medallion Financial worth $1.12M as of Q2 2026.
Bank of New York Mellon bought 2,224 Medallion Financial shares in Q2 2026, an estimated $21K.
Medallion Financial made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3296 holding.
Bank of New York Mellon first reported a position in Medallion Financial in Q2 2013 and has held it in 53 quarters since.
Bank of New York Mellon's Medallion Financial position peaked at $1.82M in Q4 2013.
44 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.