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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
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
UIC
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 $3.37T AUM 44.26% 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

Essential Partners's MFIN Position: Q2 2026 in Review

Essential Partners held its Medallion Financial (MFIN) position steady in Q2 2026 at 8 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Essential Partners first reported a position in MFIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $93 in Q4 2025. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

  • Essential Partners held 8 shares of Medallion Financial worth $82 as of Q2 2026.
  • Essential Partners left its Medallion Financial share count unchanged in Q2 2026.
  • Medallion Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2761 holding.
  • Essential Partners first reported a position in Medallion Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Medallion Financial position peaked at $93 in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.