D'Orazio & Associates
MFIN icon

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
Q2 		$109K Sell
10,653
-618
-5% -$5.85K 0.01% 310
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 $6.73T AUM 46.02% 1-Year Est. Return
Tieton Capital Management
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
Uniplan Investment Counsel
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 $3.38T AUM 44.17% 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

D'Orazio & Associates's MFIN Position: Q2 2026 in Review

D'Orazio & Associates reduced its Medallion Financial (MFIN) stake by 5.5% in Q2 2026, selling an estimated $5.85K and leaving 10,653 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #310.

D'Orazio & Associates first reported a position in MFIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $113K in Q4 2025. 98 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • D'Orazio & Associates held 10,653 shares of Medallion Financial worth $109K as of Q2 2026.
  • D'Orazio & Associates sold 618 Medallion Financial shares in Q2 2026, an estimated $5.85K.
  • Medallion Financial made up 0.01% of D'Orazio & Associates's portfolio in Q2 2026, its #310 holding.
  • D'Orazio & Associates first reported a position in Medallion Financial in Q1 2025 and has held it in 6 quarters since.
  • D'Orazio & Associates's Medallion Financial position peaked at $113K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.