Charles Schwab
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Charles Schwab’s Medallion Financial MFIN Stock Holding History

Charles Schwab’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 		$491K Buy
48,138
+4,825
+11% +$45.6K ﹤0.01% 3236
2026
Q1 		$371K Sell
43,313
-4,005
-8% -$39.4K ﹤0.01% 3196
2025
Q4 		$487K Buy
47,318
+21
+0% +$210 ﹤0.01% 3170
2025
Q3 		$478K Hold
47,297
– – ﹤0.01% 3190
2025
Q2 		$451K Sell
47,297
-3,468
-7% -$31.4K ﹤0.01% 3171
2025
Q1 		$442K Hold
50,765
– – ﹤0.01% 3118
2024
Q4 		$477K Hold
50,765
– – ﹤0.01% 3155
2024
Q3 		$413K Hold
50,765
– – ﹤0.01% 3209
2024
Q2 		$390K Buy
+50,765
New +$402K ﹤0.01% 3291
2023
Q1 		– Sell
-10,486
Closed -$74.9K – 3576
2022
Q4 		$74.9K Hold
10,486
– – ﹤0.01% 3297
2022
Q3 		$74K Hold
10,486
– – ﹤0.01% 3249
2022
Q2 		$68K Hold
10,486
– – ﹤0.01% 3343
2022
Q1 		$90K Hold
10,486
– – ﹤0.01% 3433
2021
Q4 		$61K Hold
10,486
– – ﹤0.01% 3493
2021
Q3 		$83K Hold
10,486
– – ﹤0.01% 3399
2021
Q2 		$93K Hold
10,486
– – ﹤0.01% 3299
2021
Q1 		$74K Hold
10,486
– – ﹤0.01% 3405
2020
Q4 		$52K Hold
10,486
– – ﹤0.01% 3349
2020
Q3 		$27K Hold
10,486
– – ﹤0.01% 3302
2020
Q2 		$28K Sell
10,486
-43,496
-81% -$104K ﹤0.01% 3280
2020
Q1 		$101K Buy
53,982
+650
+1% +$3.62K ﹤0.01% 3108
2019
Q4 		$388K Buy
53,332
+10,486
+24% +$68.7K ﹤0.01% 2910
2019
Q3 		$275K Hold
42,846
– – ﹤0.01% 2986
2019
Q2 		$289K Buy
+42,846
New +$294K ﹤0.01% 3026
2014
Q2 		– Sell
-30,900
Closed -$409K – 3119
2014
Q1 		$409K Sell
30,900
-15,918
-34% -$221K ﹤0.01% 2678
2013
Q4 		$672K Buy
46,818
+7,884
+20% +$123K ﹤0.01% 2459
2013
Q3 		$581K Buy
38,934
+2,134
+6% +$31.2K ﹤0.01% 2486
2013
Q2 		$522K Buy
+36,800
New +$529K ﹤0.01% 2510

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

Charles Schwab's MFIN Position: Q2 2026 in Review

Charles Schwab increased its Medallion Financial (MFIN) stake by 11% in Q2 2026, buying an estimated $45.6K and bringing the position to 48,138 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Charles Schwab first reported a position in MFIN in Q2 2013 and has held it in 28 quarters since. The position peaked at $672K in Q4 2013. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • Charles Schwab held 48,138 shares of Medallion Financial worth $491K as of Q2 2026.
  • Charles Schwab bought 4,825 Medallion Financial shares in Q2 2026, an estimated $45.6K.
  • Medallion Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3236 holding.
  • Charles Schwab first reported a position in Medallion Financial in Q2 2013 and has held it in 28 quarters since.
  • Charles Schwab's Medallion Financial position peaked at $672K in Q4 2013.
  • 99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.