Creative Planning
MFIN icon

Creative Planning’s Medallion Financial MFIN Stock Holding History

Creative Planning’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 		– Sell
-11,136
Closed -$115K – 4160
2025
Q4 		$115K Sell
11,136
-114
-1% -$1.14K ﹤0.01% 3688
2025
Q3 		$114K Buy
+11,250
New +$115K ﹤0.01% 3655
2023
Q4 		– Sell
-318
Closed -$2.23K – 2947
2023
Q3 		$2.23K Buy
+318
New +$2.63K ﹤0.01% 2796
2017
Q3 		– Sell
-12,501
Closed -$30K – 2963
2017
Q2 		$30K Sell
12,501
-1,174
-9% -$2.67K ﹤0.01% 2890
2017
Q1 		$27K Buy
13,675
+2,201
+19% +$5.3K ﹤0.01% 2918
2016
Q4 		$35K Buy
11,474
+10,000
+678% +$36.4K ﹤0.01% 2672
2016
Q3 		$6K Buy
1,474
+1,368
+1,291% +$7.92K ﹤0.01% 3814
2016
Q2 		$1K Sell
106
-9
-8% -$70 ﹤0.01% 4182
2016
Q1 		$1K Buy
115
+9
+8% +$69 ﹤0.01% 4140
2015
Q4 		$1K Sell
106
-2,400
-96% -$18.8K ﹤0.01% 4222
2015
Q3 		$19K Buy
+2,506
New +$19.9K ﹤0.01% 2759
2015
Q2 		– Sell
-506
Closed -$5K – 2219
2015
Q1 		$5K Hold
506
– – ﹤0.01% 3538
2014
Q4 		$5K Sell
506
-304
-38% -$3.32K ﹤0.01% 3497
2014
Q3 		$9K Hold
810
– – ﹤0.01% 3003
2014
Q2 		$10K Sell
810
-100
-11% -$1.31K ﹤0.01% 2870
2014
Q1 		$12K Sell
910
-596
-40% -$8.27K ﹤0.01% 2672
2013
Q4 		$22K Buy
1,506
+200
+15% +$3.12K ﹤0.01% 2127
2013
Q3 		$19K Buy
1,306
+1,000
+327% +$14.6K ﹤0.01% 2130
2013
Q2 		$4K Buy
+306
New +$4.4K ﹤0.01% 2625

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

Creative Planning's MFIN Position: Q1 2026 in Review

Creative Planning sold out of Medallion Financial (MFIN) in Q1 2026, closing a stake of 11,136 shares — an estimated $115K sold.

Creative Planning first reported a position in MFIN in Q2 2013 and held it in 19 quarters. The position peaked at $115K in Q4 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Creative Planning reported no remaining Medallion Financial position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 11,136 Medallion Financial shares in Q1 2026, an estimated $115K.
  • Creative Planning first reported a position in Medallion Financial in Q2 2013 and held it in 19 quarters.
  • Creative Planning's Medallion Financial position peaked at $115K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.