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MFIN icon

Covestor’s Medallion Financial MFIN Stock Holding History

Covestor’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 		$0 Sell
2
-67
-97% -$634 ﹤0.01% 2699
2026
Q1 		$1K Buy
69
+67
+3,350% +$659 ﹤0.01% 2084
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2543
2025
Q3 		$0 Hold
2
– – ﹤0.01% 2554
2025
Q2 		$0 Hold
2
– – ﹤0.01% 2520
2025
Q1 		$0 Hold
2
– – ﹤0.01% 2522
2024
Q4 		$0 Buy
2
+1
+100% +$9 ﹤0.01% 2532
2024
Q3 		$0 Hold
1
– – ﹤0.01% 2524
2024
Q2 		$0 Hold
1
– – ﹤0.01% 2539
2024
Q1 		$0 Hold
1
– – ﹤0.01% 2535
2023
Q4 		$0 Hold
1
– – ﹤0.01% 2476
2023
Q3 		$0 Hold
1
– – ﹤0.01% 2457
2023
Q2 		$0 Buy
+1
New +$7 ﹤0.01% 2440

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

Covestor's MFIN Position: Q2 2026 in Review

Covestor reduced its Medallion Financial (MFIN) stake by 97% in Q2 2026, selling an estimated $634 and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Covestor first reported a position in MFIN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1K in Q1 2026. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • Covestor held 2 shares of Medallion Financial worth $0 as of Q2 2026.
  • Covestor sold 67 Medallion Financial shares in Q2 2026, an estimated $634.
  • Medallion Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2699 holding.
  • Covestor first reported a position in Medallion Financial in Q2 2023 and has held it in 13 quarters since.
  • Covestor's Medallion Financial position peaked at $1K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.