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Empowered Funds’s Medallion Financial MFIN Stock Holding History

Empowered Funds’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 		$485K Buy
+56,690
New +$557K ﹤0.01% 1656
2025
Q4 		– Sell
-45,806
Closed -$463K – 1544
2025
Q3 		$463K Buy
45,806
+15,272
+50% +$156K ﹤0.01% 1437
2025
Q2 		$291K Buy
30,534
+2,692
+10% +$24.4K ﹤0.01% 1521
2025
Q1 		$243K Buy
27,842
+2,461
+10% +$21.7K ﹤0.01% 1468
2024
Q4 		$238K Buy
25,381
+9,121
+56% +$84.9K ﹤0.01% 1454
2024
Q3 		$132K Buy
16,260
+804
+5% +$6.39K ﹤0.01% 1356
2024
Q2 		$119K Buy
+15,456
New +$122K ﹤0.01% 1334

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

Empowered Funds's MFIN Position: Q1 2026 in Review

Empowered Funds opened a new position in Medallion Financial (MFIN) in Q1 2026: 56,690 shares worth $485K. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings. This is a return to the name: Empowered Funds previously reported a position in MFIN as recently as Q3 2025.

Empowered Funds first reported a position in MFIN in Q2 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • Empowered Funds held 56,690 shares of Medallion Financial worth $485K as of Q1 2026.
  • Medallion Financial was a new Empowered Funds position in Q1 2026.
  • Medallion Financial made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1656 holding.
  • Empowered Funds first reported a position in Medallion Financial in Q2 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.