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EverSource Wealth Advisors’s Medallion Financial MFIN Stock Holding History

EverSource Wealth Advisors’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 		$26 Buy
3
+1
+50% +$10 ﹤0.01% 4349
2025
Q4 		$21 Sell
2
-61
-97% -$611 ﹤0.01% 4218
2025
Q3 		$636 Buy
63
+1
+2% +$10 ﹤0.01% 3878
2025
Q2 		$591 Buy
62
+61
+6,100% +$553 ﹤0.01% 3863
2025
Q1 		$9 Buy
+1
New +$9 ﹤0.01% 3991

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

EverSource Wealth Advisors's MFIN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Medallion Financial (MFIN) stake by 50% in Q1 2026, buying an estimated $10 and bringing the position to 3 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #4349.

EverSource Wealth Advisors first reported a position in MFIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $636 in Q3 2025. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • EverSource Wealth Advisors held 3 shares of Medallion Financial worth $26 as of Q1 2026.
  • EverSource Wealth Advisors bought 1 Medallion Financial share in Q1 2026, an estimated $10.
  • Medallion Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4349 holding.
  • EverSource Wealth Advisors first reported a position in Medallion Financial in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Medallion Financial position peaked at $636 in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.