CCB
MFIN icon

Cutter & Co Brokerage’s Medallion Financial MFIN Stock Holding History

Cutter & Co Brokerage’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
Q1 		– Sell
-14,800
Closed -$139K – 221
2024
Q4 		$139K Hold
14,800
– – 0.03% 193
2024
Q3 		$120K Hold
14,800
– – 0.03% 199
2024
Q2 		$114K Hold
14,800
– – 0.03% 191
2024
Q1 		$117K Hold
14,800
– – 0.03% 195
2023
Q4 		$146K Sell
14,800
-3,500
-19% -$29.1K 0.04% 182
2023
Q3 		$128K Hold
18,300
– – 0.04% 195
2023
Q2 		$145K Buy
+18,300
New +$125K 0.04% 197

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Cutter & Co Brokerage's MFIN Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of Medallion Financial (MFIN) in Q1 2025, closing a stake of 14,800 shares — an estimated $139K sold.

Cutter & Co Brokerage first reported a position in MFIN in Q2 2023 and held it in 7 quarters. The position peaked at $146K in Q4 2023. 84 funds tracked by Wall St. Rank hold MFIN as of Q1 2025.

  • Cutter & Co Brokerage reported no remaining Medallion Financial position as of Q1 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 14,800 Medallion Financial shares in Q1 2025, an estimated $139K.
  • Cutter & Co Brokerage first reported a position in Medallion Financial in Q2 2023 and held it in 7 quarters.
  • Cutter & Co Brokerage's Medallion Financial position peaked at $146K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.