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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
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 $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 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
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
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Covestor's MFIN Position: Q1 2026 in Review

Covestor increased its Medallion Financial (MFIN) stake by 3,350% in Q1 2026, buying an estimated $659 and bringing the position to 69 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Covestor first reported a position in MFIN in Q2 2023 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Covestor held 69 shares of Medallion Financial worth $1K as of Q1 2026.
  • Covestor bought 67 Medallion Financial shares in Q1 2026, an estimated $659.
  • Medallion Financial made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2084 holding.
  • Covestor first reported a position in Medallion Financial in Q2 2023 and has held it in 12 quarters since.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.