Fidelity Investments’s Medallion Financial MFIN Stock Holding History

Fidelity Investments’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	$22K	Buy	2,153 +746	+53%	+$7.06K	﹤0.01%	4635
2026 Q1	$12K	Buy	1,407 +582	+71%	+$5.72K	﹤0.01%	4704
2025 Q4	$8.49K	Buy	825 +307	+59%	+$3.08K	﹤0.01%	4776
2025 Q3	$5.23K	Sell	518 -1	-0.2%	-$10	﹤0.01%	4776
2025 Q2	$4.94K	Sell	519 -40	-7%	-$363	﹤0.01%	4711
2025 Q1	$4.87K	Sell	559 -422	-43%	-$3.73K	﹤0.01%	4714
2024 Q4	$9.21K	Sell	981 -313	-24%	-$2.91K	﹤0.01%	4489
2024 Q3	$10.5K	Buy	1,294 +1,054	+439%	+$8.38K	﹤0.01%	4414
2024 Q2	$1.84K	Hold	240	–	–	﹤0.01%	4736
2024 Q1	$1.9K	Hold	240	–	–	﹤0.01%	4707
2023 Q4	$2.36K	Hold	240	–	–	﹤0.01%	4613
2023 Q3	$1.69K	Hold	240	–	–	﹤0.01%	4578
2023 Q2	$1.9K	Sell	240 -13	-5%	-$89	﹤0.01%	4603
2023 Q1	$1.94K	Buy	253 +7	+3%	+$56	﹤0.01%	4635
2022 Q4	$1.76K	Buy	246 +6	+3%	+$42	﹤0.01%	4540
2022 Q3	$2K	Hold	240	–	–	﹤0.01%	4564
2022 Q2	$2K	Hold	240	–	–	﹤0.01%	4576
2022 Q1	$2K	Buy	+240	New	+$1.85K	﹤0.01%	4680
2021 Q2	–	Sell	-5,635	Closed	-$40K	–	4628
2021 Q1	$40K	Buy	+5,635	New	+$36.7K	﹤0.01%	3099
2019 Q4	–	Sell	-1	Closed	–	–	4085
2019 Q3	$0	Buy	+1	New	+$5	﹤0.01%	4063
2019 Q1	–	Sell	-1	Closed	–	–	3969
2018 Q4	$0	Buy	+1	New	+$6	﹤0.01%	3890

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

Fidelity Investments's MFIN Position: Q2 2026 in Review

Fidelity Investments increased its Medallion Financial (MFIN) stake by 53% in Q2 2026, buying an estimated $7.06K and bringing the position to 2,153 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #4635.

Fidelity Investments first reported a position in MFIN in Q4 2018 and has held it in 21 quarters since. The position peaked at $40K in Q1 2021. 99 funds tracked by Wall St. Rank hold MFIN as of Q2 2026.

Fidelity Investments held 2,153 shares of Medallion Financial worth $22K as of Q2 2026.
Fidelity Investments bought 746 Medallion Financial shares in Q2 2026, an estimated $7.06K.
Medallion Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4635 holding.
Fidelity Investments first reported a position in Medallion Financial in Q4 2018 and has held it in 21 quarters since.
Fidelity Investments's Medallion Financial position peaked at $40K in Q1 2021.
99 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.