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Coldstream Capital Management’s Medallion Financial MFIN Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-426
Closed -$3.71K – 2411
2025
Q1 		$3.71K Buy
+426
New +$3.76K ﹤0.01% 2816

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Coldstream Capital Management's MFIN Position: Q2 2025 in Review

Coldstream Capital Management sold out of Medallion Financial (MFIN) in Q2 2025, closing a stake of 426 shares — an estimated $3.71K sold.

Coldstream Capital Management first reported a position in MFIN in Q1 2025 and held it in 1 quarter. The position peaked at $3.71K in Q1 2025. 90 funds tracked by Wall St. Rank hold MFIN as of Q2 2025.

  • Coldstream Capital Management reported no remaining Medallion Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 426 Medallion Financial shares in Q2 2025, an estimated $3.71K.
  • Coldstream Capital Management first reported a position in Medallion Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Medallion Financial position peaked at $3.71K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.