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D'Orazio & Associates’s Medallion Financial MFIN Stock Holding History

D'Orazio & Associates’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 		$96.5K Buy
11,271
+319
+3% +$3.14K 0.01% 291
2025
Q4 		$113K Buy
10,952
+84
+0.8% +$842 0.01% 281
2025
Q3 		$110K Buy
10,868
+308
+3% +$3.14K 0.01% 271
2025
Q2 		$101K Sell
10,560
-400
-4% -$3.63K 0.01% 271
2025
Q1 		$95.5K Buy
+10,960
New +$96.8K 0.01% 250

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

D'Orazio & Associates's MFIN Position: Q1 2026 in Review

D'Orazio & Associates increased its Medallion Financial (MFIN) stake by 2.9% in Q1 2026, buying an estimated $3.14K and bringing the position to 11,271 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #291.

D'Orazio & Associates first reported a position in MFIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $113K in Q4 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • D'Orazio & Associates held 11,271 shares of Medallion Financial worth $96.5K as of Q1 2026.
  • D'Orazio & Associates bought 319 Medallion Financial shares in Q1 2026, an estimated $3.14K.
  • Medallion Financial made up 0.01% of D'Orazio & Associates's portfolio in Q1 2026, its #291 holding.
  • D'Orazio & Associates first reported a position in Medallion Financial in Q1 2025 and has held it in 5 quarters since.
  • D'Orazio & Associates's Medallion Financial position peaked at $113K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.