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BOK Financial’s Medallion Financial MFIN Stock Holding History

BOK 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
2025
Q1 		– Sell
-1,336
Closed -$12.1K – 1343
2024
Q4 		$12.1K Hold
1,336
– – ﹤0.01% 957
2024
Q3 		$10.6K Hold
1,336
– – ﹤0.01% 987
2024
Q2 		$10.3K Hold
1,336
– – ﹤0.01% 946
2024
Q1 		$10.8K Hold
1,336
– – ﹤0.01% 946
2023
Q4 		$13.2K Hold
1,336
– – ﹤0.01% 914
2023
Q3 		$9.74K Buy
+1,336
New +$11K ﹤0.01% 896

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

BOK Financial's MFIN Position: Q1 2025 in Review

BOK Financial sold out of Medallion Financial (MFIN) in Q1 2025, closing a stake of 1,336 shares — an estimated $12.1K sold.

BOK Financial first reported a position in MFIN in Q3 2023 and held it in 6 quarters. The position peaked at $13.2K in Q4 2023. 84 funds tracked by Wall St. Rank hold MFIN as of Q1 2025.

  • BOK Financial reported no remaining Medallion Financial position as of Q1 2025 after selling out during the quarter.
  • BOK Financial sold 1,336 Medallion Financial shares in Q1 2025, an estimated $12.1K.
  • BOK Financial first reported a position in Medallion Financial in Q3 2023 and held it in 6 quarters.
  • BOK Financial's Medallion Financial position peaked at $13.2K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.