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 Q2	$225	Buy	22 +19	+633%	+$180	﹤0.01%	4238
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 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 Malvern, Pennsylvania $4.68T AUM

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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

EverSource Wealth Advisors's MFIN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Medallion Financial (MFIN) stake by 633% in Q2 2026, buying an estimated $180 and bringing the position to 22 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #4238.

EverSource Wealth Advisors first reported a position in MFIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $636 in Q3 2025. 98 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

EverSource Wealth Advisors held 22 shares of Medallion Financial worth $225 as of Q2 2026.
EverSource Wealth Advisors bought 19 Medallion Financial shares in Q2 2026, an estimated $180.
Medallion Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4238 holding.
EverSource Wealth Advisors first reported a position in Medallion Financial in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Medallion Financial position peaked at $636 in Q3 2025.
98 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.