Essential Partners’s Medallion Financial MFIN Stock Holding History

Essential Partners’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 Q3	$95	Hold	8	–	–	﹤0.01%	2701
2026 Q2	$82	Hold	8	–	–	﹤0.01%	2761
2026 Q1	$68	Sell	8 -1	-11%	-$10	﹤0.01%	2761
2025 Q4	$93	Buy	9 +2	+29%	+$20	﹤0.01%	2561
2025 Q3	$71	Buy	7 +4	+133%	+$41	﹤0.01%	2531
2025 Q2	$29	Buy	+3	New	+$27	﹤0.01%	2198

Other funds holding MFIN

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's MFIN Position: Q3 2026 in Review

Essential Partners held its Medallion Financial (MFIN) position steady in Q3 2026 at 8 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Essential Partners first reported a position in MFIN in Q2 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold MFIN as of Q3 2026.

Essential Partners held 8 shares of Medallion Financial worth $95 as of Q3 2026.
Essential Partners left its Medallion Financial share count unchanged in Q3 2026.
Medallion Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2701 holding.
Essential Partners first reported a position in Medallion Financial in Q2 2025 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.